Cameron
Croteau
Ieq Capital, LLC
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About this Advisor
Cameron Croteau is a financial advisor who works out of San Mateo, California with 2 years of industry experience. Croteau is an employee of Ieq Capital, LLC. Croteau has gained experience at Marin Catholic High School, Boston College, Bhe Us Transmission, Pricewaterhouse Coopers Llp and Ieq Capital. Croteau holds a Series 65 license, qualifying them as an investment advisor representative, and is able to advise clients in California. Ieq Capital, LLC is a registered investment company that has its headquarters in San Mateo, CA. It has offices in four locations and a total of 120 people on staff. It administers $19 billion in assets under management between its 1,124 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves seven charities and foundations. Of its 1,124 client accounts, 99% belong to high-net-worth investors who have more than $1 million in investable assets. Ieq Capital, LLC offers a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees usually depend on which services the firm provides the client. Fees charged by Ieq Capital, LLC most likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ieq Capital, LLC Brokerage Details
$18,535,663,873
120
1,124
$16,490,804
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Cameron Croteau Work History
Cameron has been registered as a financial advisor for 2 years.*
Ieq Capital
Pricewaterhouse Coopers Llp
Pricewaterhouse Coopers Llp
Bhe Us Transmission
Boston College
Marin Catholic High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Cameron Croteau to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ieq Capital, LLC
San Mateo, CA
San Mateo, CA
San Mateo, CA
San Mateo, CA
San Mateo, CA
San Mateo, CA
San Mateo, CA
San Mateo, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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