Assets Under Management
$35.4B
Number of Clients
1,963
Number of Advisors
141
Average Client AUM
$18.0M
AUM per Advisor
$250.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
IEQ Capital offers portfolio management and investment advisory services to individuals, high-net-worth individuals, families, trusts, foundations, endowments, non-profit organizations, and other business entities. They also offer ancillary administrative services. IEQ invests in stocks, exchange-traded securities, mutual funds, index funds, direct investments, and alternative private investments, including Digital Assets.
950 Tower Lane, Suite 1800, Foster City, CA, 94404