Samuel
Shephard
Ieq Capital, LLC
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About this Advisor
Samuel Shephard is a financial advisor based in San Mateo, California, working with Ieq Capital, LLC. Samuel has previously held positions at First Republic Securities Company, LLC and Ieq Capital, LLC. Samuel has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, New York, and Texas. Currently, Samuel is part of Ieq Capital, LLC, which operates out of San Mateo, California. The firm has 9 offices and 156 employees. The firm manages assets totaling $23.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Ieq Capital, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ieq Capital, LLC Brokerage Details
$23,584,354,606
156
1,434
$16,446,551
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
Samuel Shephard Work History
Ieq Capital, LLC
First Republic Securities Company, LLC
Disclosures
Please visit the SEC profile of Samuel Shephard 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
Los Angeles, CA
San Mateo, CA
San Mateo, CA
San Mateo, CA
San Mateo, CA
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