Justin
Curran
Ieq Capital, LLC
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About this Advisor
Justin Curran is a financial advisor working out of San Mateo, California. Curran currently works for Ieq Capital, LLC. Throughout their career, Curran has worked at Preston Todd Advisors, Baker Hughes, Portola Partners, Facilitron, Micds, Boston College, Iconiq Capital and Ieq Capital, LLC. Curran holds a Series 65 license, certifying them as an investment advisor representative, and can serve investors in California. Ieq Capital, LLC is an advisory business that has its headquarters in San Mateo, CA. The company has offices in four locations and a total of 120 people on staff. It manages $19 billion in assets between its 1,124 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises seven charitable organizations. Of its 1,124 customer accounts, 99% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm offers 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 largely are based on the type of financial services. Fees billed by Ieq Capital, LLC can be comprised of any combination 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
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$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
Justin Curran Work History
Justin has been registered as a financial advisor for 0 years.*
Ieq Capital, LLC
Iconiq Capital
Preston Todd Advisors
Baker Hughes
Portola Partners
Facilitron
Boston College
Micds
*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 Justin Curran 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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