Michael
Henry
Ieq Capital, LLC
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About this Advisor
Michael Henry is a certified financial planner working in San Mateo, California with a total of 4 years of industry experience. Henry is currently employed by Ieq Capital, LLC. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Fitzpatrick, Cella, Harper & Scinto, Green Street Mortuary, Bank Of America, N.A and Ieq Capital, LLC. Henry holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in California. Ieq Capital, LLC is a financial advisory company operating out of San Mateo, CA. The firm has offices in four locations and a total of 120 people on staff. It has $19 billion in assets under management across its 1,124 client 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 customer accounts, 99% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The business performs a number 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 largely are based on which services the firm provides the client. Fees charged by Ieq Capital, LLC most likely include 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
$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
Michael Henry Work History
Michael has been registered as a financial advisor for 4 years.*
Ieq Capital, LLC
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Green Street Mortuary
Fitzpatrick, Cella, Harper & Scinto
*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 Michael Henry 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
