Daniel
Hill

Ieq Capital, LLC

CRD#6969825
Investment Advisor
in San Mateo, CA

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About this Advisor

Daniel Hill is a financial advisor based in San Mateo, California, working with Ieq Capital, LLC. Daniel has previously held positions at Sacred Heart Preparatory, Fleet - Feet Sports, Pomona College, Sequoia Consulting, Fleet-Feet Sports, Goldman Sachs, and Ieq Capital, LLC. Daniel has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Daniel is part of Ieq Capital, LLC, which operates out of San Mateo, California. The firm has 9 offices and 156 employees. The firm manages assets totaling $23.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Ieq Capital, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

950 Tower Lane Suite 1800
San Mateo, CA 94404

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Ieq Capital, LLC Brokerage Details

Total Assets Under Management

$23,584,354,606

CA Average: $7,578,581,321
Total Number of Employees

156

CA Average: 43
Total Number of Accounts

1,434

CA Average: 3,727
Average Account Size

$16,446,551

CA Average: $2,033,427

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

Daniel Hill Work History

2019 - Present (5 years)

Ieq Capital, LLC

2018 - 2018 (< 1 year)

Goldman Sachs

2017 - 2017 (< 1 year)

Fleet-Feet Sports

2016 - 2016 (< 1 year)

Sequoia Consulting

2015 - 2015 (< 1 year)

Fleet - Feet Sports

2015 - 2019 (4 years)

Pomona College

2011 - 2015 (4 years)

Sacred Heart Preparatory

Disclosures

Please visit the SEC profile of Daniel Hill 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

Rebecca Mccourt
San Mateo, CA
Alexander Webb
San Mateo, CA
Samantha Lee
San Mateo, CA
William Lynch
Los Angeles, CA
Meenakshi Karamcheti
San Mateo, CA
Anne Beyel
San Mateo, CA
Brendon Kempin
San Mateo, CA
Cameron Smith
San Mateo, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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