John
Maclean
Ieq Capital, LLC
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About this Advisor
John Maclean is a financial advisor working out of San Mateo, California. Maclean is an employee of Ieq Capital, LLC. Over the course of their career, they have held roles at Hall Capital Partners LLC, Ieq Capital, LLC, Harvard University and Marin Catholic. Maclean has a Series 65 license, qualifying them as an investment advisor representative, and can operate in California. Ieq Capital, LLC is a financial advisory business headquartered in San Mateo, CA. The firm has offices in four locations and a total of 120 advisors. 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 country by assets under management. The firm serves seven charities and foundations. Of its 1,124 client accounts, 99% belong to high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm performs a broad set 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 advisory fees usually depend on which services are offered. However, fees billed by Ieq Capital, LLC most likely include 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
John Maclean Work History
John has been registered as a financial advisor for 0 years.*
Ieq Capital, LLC
Hall Capital Partners LLC
Harvard University
Marin Catholic
*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 John Maclean 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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