linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Dean Isaac Horwitz

IEQ Capital, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Dean? Claim Your Profile

About Dean Isaac Horwitz

Dean Isaac Horwitz is an investment advisor representative registered with IEQ Capital, LLC in Foster City, California. Dean has been in the industry since January 2013, holding previous positions at FIRST REPUBLIC SECURITIES COMPANY, LLC. Dean is a Series 3, 63, 65 and SIE licensed investment advisor representative. Dean's practice focuses on providing financial planning and portfolio management services for individuals and businesses, as well as pension consulting and selection of other advisors.

Firm Information

Dean Horwitz is currently registered with IEQ Capital, LLC. IEQ Capital, LLC is a registered investment adviser headquartered in Foster City, CA. The firm specializes in providing financial planning, pension consulting, selection of other advisers, and portfolio management services to high-net-worth individuals and charitable organizations. As of its latest report, IEQ Capital manages approximately $23.6 billion in assets for 1434 clients.
IEQ Capital, LLC

950 TOWER LANE

FOSTER CITY, CA 94404

$23.58B

Assets Under Management

Not reported

Total Clients

98

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Dean Horwitz’s Registration & Firm History

CA

06/07/2019 - Present

IEQ Capital, LLC (FOSTER CITY CA)

CA

01/28/2013 - 06/04/2019

FIRST REPUBLIC SECURITIES COMPANY, LLC (Palo Alto CA)

Not sure if Dean Isaac Horwitz is right for you?

Licenses & Designations

BC

Issued 01/28/2013

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 06/19/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/25/2013

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 12/17/2012

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dean Isaac Horwitz.
Not sure if Dean Isaac Horwitz is right for you?