Aaron Ross Price

CFA

Ieq Capital, LLC

19 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningCharitable GivingEstate PlanningTax PlanningHigh Net Worth

Ieq Capital, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

141 advisors

Number of Clients

1,963 clients

Average Client Portfolio

$18.0M average

Assets Under Management

$35.4B

Fee Structure

Financial Planning:Investment management only

Minimum Annual Fee:$25,000

Location

950 Tower Lane, Suite 1800, Foster City, CA, 94404

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Aaron is an associated person of IEQ Capital, LLC, an SEC registered investment adviser, and devotes most of his time to this role. He also owns rental real estate property through a family revocable trust, making all investment-related decisions outside of normal business hours.