Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eli? Claim Your ProfileEli Kreshek is a registered investment advisor representative at IEQ Capital, LLC. Eli has been a registered investment advisor representative since February 2025. Eli has a Series 65 license and has passed the Uniform Investment Adviser Law Examination. Prior to joining IEQ Capital, LLC, Eli worked at Wasserman. IEQ Capital, LLC is an investment advisory firm that provides financial planning, portfolio management, and selection of other advisors services. The firm manages over $23.5 billion in assets for both high-net-worth individuals and charitable organizations. IEQ Capital, LLC primarily manages discretionary accounts and charges fees based on a percentage of assets.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CA
02/06/2025 - Present
IEQ Capital, LLC (FOSTER CITY CA)
Active
Inactive
Not sure Eli Kreshek is the right advisor for you? Invested Better is here to help.
