Olivier
Torchiana
Ieq Capital, LLC
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About this Advisor
Olivier Torchiana is a financial advisor working in San Mateo, California with a total of 1 year of relevant experience. Torchiana works at Ieq Capital, LLC. During their career, the advisor has held roles at Stanford University, Check Point Software Technologies, Prologis, Bessemer Trust and Ieq Capital, LLC. Torchiana maintains a Series 65 license, certifying them as an investment advisor representative, and can operate in California. Ieq Capital, LLC is a firm that has its headquarters in San Mateo, CA. The firm has offices in four locations and a total of 120 employees. It handles $19 billion in total assets among its 1,124 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves seven charities and foundations. Of its 1,124 accounts, 99% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Ieq Capital, LLC has a diverse array 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 for financial management usually depend on which services the firm provides the client. Fees charged by Ieq Capital, LLC most likely are comprised of some 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
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$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
Olivier Torchiana Work History
Olivier has been registered as a financial advisor for 1 years.*
Ieq Capital, LLC
Bessemer Trust
Check Point Software Technologies
Prologis
Stanford University
*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 Olivier Torchiana 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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