IEQ CAPITAL, LLC

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

About IEQ CAPITAL, LLC

IEQ CAPITAL, LLC, formally registered with the SEC as IEQ CAPITAL, LLC. The firm was established in 05/14/2019. They have over 15 offices throughout the country.

IEQ CAPITAL, LLC is a Foster City, California based Financial Planning firm with nearly $23,584,354,606 assets under management, offering retirement planning & investment advisory services to 1434 clients. The firm is staffed with 156 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	301819
SEC#	801-115278
Assets Managed by Firm	$23,584,354,606
No. of Clients	1434
No. of Advisors	156

Fee Structure

A percentage of AUM
Fixed fees

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

Firm Client Information

	No. of Clients	AUM
Firm Total	1434	$23,584,354,606
High net worth individuals	1425	$23,373,293,912
Charitable organizations	9	$211,060,694

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PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

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