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Ieq Capital, LLC CRD 301819
$56.8B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
950 Tower Lane Suite 1800, Foster City, CA 94404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-15 |
Branch Locations
11601 Wilshire Blvd Suite 1500, Los Angeles, CA 90025 • United States
950 Tower Lane Suite 1800, Foster City, CA 94404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nordstroms Inc | Thousand Oaks | CA | 07/2017 | 08/2017 |
| Gnazzo Group | Miami Design District | FL | 09/2018 | 11/2018 |
| Mortgage Mavens Inc. | Agoura Hills | CA | 06/2019 | 08/2019 |
| Ubs Financial Services Inc. | Coral Gables | FL | 01/2020 | 06/2020 |
| Ubs Financial Services Inc. | Coral Gables | FL | 06/2020 | 03/2021 |
| University Of Miami | Coral Gables | FL | 08/2016 | 05/2020 |
| Morgan Stanley | Los Angeles | CA | 02/2022 | 01/2026 |
| Ubs Financial Services Inc. | Coral Gables | FL | 03/2021 | 02/2022 |
| Morgan Stanley | Long Beach | CA | 01/2026 | 06/2026 |
| Ieq Capital, Llc | Los Angeles | CA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-19 |
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