Heather
Kwong
Ieq Capital, LLC
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About this Advisor
Heather Kwong is a financial advisor based in Los Angeles, California with 1 year of industry experience. Kwong works at Ieq Capital, LLC. During their career, the advisor has held roles at Burnham Gibson Wealth Advisors, Equitable Advisors LLC, University Of California Irvine, Division Of Continuing Educatio, University Of California, Irvine, Mcmath Secondary School, San Marin High School and Ieq Capital LLC. Kwong has a Series 65 license, which qualifies them as an investment advisor representative, and can serve investors in California. Ieq Capital, LLC is a registered investment company that has its headquarters in San Mateo, CA. The firm has offices in four locations and a total of 120 people on staff. It administers $19 billion in total assets between its 1,124 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves seven charities and foundations. Of its 1,124 accounts, 99% belong to high-net-worth investors who have at least $1 million in investable assets. Ieq Capital, LLC performs a number 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. Fees charged by financial advisors usually are based on which services are provided. Fee types billed by Ieq Capital, LLC likely consist 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
Heather Kwong Work History
Heather has been registered as a financial advisor for 1 years.*
Ieq Capital LLC
Equitable Advisors LLC
Burnham Gibson Wealth Advisors
Burnham Gibson Wealth Advisors
University Of California Irvine, Division Of Continuing Educatio
University Of California, Irvine
Mcmath Secondary School
San Marin 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 Heather Kwong 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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