Daniel
Nowak
Ieq Capital, LLC
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About this Advisor
Daniel Nowak is a financial advisor who works out of San Mateo, California with a total of 4 years of relevant experience. Nowak is an advisor for Ieq Capital, LLC. Throughout their career, they have worked at First Republic Investment Management, Inc, Ernst & Young, Llp, Arcis Golf, Ernst & Young Llp, Railworks, Washington University In St. Louis, Adlai E. Stevenson High School and Ieq Capital, LLC. Nowak maintains a Series 65 license, designating them as an investment advisor representative, and can serve investors in California. Ieq Capital, LLC is a firm based out of San Mateo, CA. The company has offices in four locations and a total of 120 employees. It oversees $19 billion in total assets between its 1,124 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves seven charities and foundations. Of its 1,124 customer accounts, 99% are held by high-net-worth clients who have more than $1 million in assets. The advisory firm offers a diverse range 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. Financial management fees depend on the financial services. However, fee types charged by Ieq Capital, LLC may include any blend 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
Daniel Nowak Work History
Daniel has been registered as a financial advisor for 4 years.*
Ieq Capital, LLC
First Republic Investment Management, Inc
Ernst & Young, Llp
Arcis Golf
Ernst & Young Llp
Railworks
Railworks
Washington University In St. Louis
Adlai E. Stevenson 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 Daniel Nowak 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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