Cindy
Asano
Ieq Capital, LLC
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About this Advisor
Cindy Asano is a financial advisor working out of San Mateo, California with a total of 2 years of relevant experience. Asano is an advisor for Ieq Capital, LLC. Their career trajectory has included roles at Morgan Stanley, University Of California, Berkeley, Universalgiving, University Of California, Martial Arts Program, Los Alamitos High School, Morgan Stanley Private Bank, N.A and Ieq Capital, LLC. Asano has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in California. Ieq Capital, LLC is a registered investment business that has its headquarters in San Mateo, CA. The investment advisory business has offices in four locations and a total of 120 employees. It handles $19 billion in assets among its 1,124 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises seven charitable organizations. Of its 1,124 accounts, 99% belong to high-net-worth investors who have at least $1 million in investable assets. Ieq Capital, LLC provides a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors largely are based on which services the firm provides the client. Fee types billed by Ieq Capital, LLC can be 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
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$18,535,663,873
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
120
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
1,124
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$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
Cindy Asano Work History
Cindy has been registered as a financial advisor for 2 years.*
Ieq Capital, LLC
Morgan Stanley
Universalgiving
Morgan Stanley Private Bank, N.A
University Of California, Martial Arts Program
University Of California, Berkeley
Los Alamitos 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 Cindy Asano 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
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