Andrew K Venturi

Ieq Capital, LLC

16 Years of Experience

1 Disclosure

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 (1)

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Regulatory

August 2016

Final

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Employment History

Current Registrations

Ieq Capital, LLC

November 2023 - Present · 2 yrs 3 mos

Previous Registrations

Sepio Capital, LP

September 2017 - November 2023 · 6 yrs 2 mos

Merrill Lynch, Pierce, Fenner & Smith Incorporated

September 2012 - June 2017 · 4 yrs 9 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

September 2012 - June 2017 · 4 yrs 9 mos

Credit Suisse Securities (USA) LLC

October 2011 - September 2012 · 11 mos

Credit Suisse Securities (USA) LLCBroker

September 2011 - September 2012 · 1 yr

Barclays Capital INC.

June 2011 - October 2011 · 4 mos

Barclays Capital INC.Broker

June 2011 - October 2011 · 4 mos

Girard Securities, INC.Broker

May 2009 - June 2011 · 2 yrs 1 mo

State Registrations4 states

AZCATXUT

Advisor

Exams

No exam information available for this advisor.