IEQ CAPITAL, LLC

CRD 301819 · SEC 801-115278

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950 TOWER LANE, SUITE 1800, FOSTER CITY, CA, 94404, United States

Phone

650-581-9807

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$56.77B

Discretionary AUM

$46.24B

Team

266 total employees; 193 advisory reps

Clients

251-500

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-06-09

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars

Client types

Type	Clients	AUM
High net worth individuals	2300	$56.54B
Charitable organizations	9	$226.4M

States served

AZ, CA, CO, DE, GA, ID, IL, IN, IA, KS, KY, LA, MD, MA, MI, MN, MT, NV, NJ, NY, NC, OH, OR, PA, SC, TN, UT, VA, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

http://www.ieqcapital.com/
https://www.linkedin.com/company/ieqcapital/mycompany/
https://www.linkedin.com/in/ieq-capital-4b9974187/

Official SEC filing: View on IAPD