IEQ CAPITAL, LLC

Tel: 650-581-9807 950 Tower Lane Suite 1800 Foster City, California 94404

About IEQ CAPITAL, LLC

IEQ CAPITAL, LLC is a Foster City, California based financial advisory firm with nearly $23,584,354,606 in assets under management and provides investment advisory services for 1434 clients. There are currently 156 financial advisors at the firm.

General Information
Firm CRD#:

301819

Firm SEC#:

801-115278

Assets Under Management:

$23,584,354,606

No. of Clients:

1434

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in California?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in California, foster-city

WiserAdvisor
WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

© Copyright 2026 WiserAdvisor.com. All Rights Reserved.