About IEQ Capital

Website
Website
Employees
Employees
51-200 employees View all
Industry
Industry
investment management
Location
Location
Greater San Francisco and Los Angeles Area, CA, US
Description
Information
IEQ Capital is Registered Investment Advisor, with $9.5B AUM, seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, generating exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with our clients. We are an independent, predominantly employee-owned company, adhering to the fiduciary standard to put our clients' interests first. We focus our efforts on helping clients meet their investment objectives without the distractions and limitations that can arise within much larger organizations.

Frequently Asked Questions about IEQ Capital

What is IEQ Capital email format?

The widely used IEQ Capital email format is {f}{last} (e.g. [email protected]) with 100% adoption across the company.


What is IEQ Capital customer service number?

To contact IEQ Capital customer service number call here 650-581-9807. To contact IEQ Capital customer service number in your country click here to find.


Who is the CEO of IEQ Capital?

Alan Zafran is the CEO of IEQ Capital. To contact Alan Zafran email at [email protected] or [email protected]. Or you may call 650-433-5506, 6503882603 or 6504206396


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