linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Meenakshi Gauri Karamcheti

IEQ Capital, LLC

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

About Meenakshi Gauri Karamcheti

Meenakshi Gauri Karamcheti is an Investment Advisor Representative at IEQ Capital, LLC. Meenakshi is licensed in California and has been in the industry since July 2021. Meenakshi is a Series 65 licensed professional. IEQ Capital, LLC is a firm with a history of serving high-net-worth individuals and charitable organizations. The firm primarily focuses on portfolio management for individuals and businesses, financial planning, and selection of other advisers.

Firm Information

Meenakshi Karamcheti 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.

Meenakshi Karamcheti’s Registration & Firm History

CA

09/06/2021 - Present

IEQ Capital, LLC (FOSTER CITY CA)

Not sure if Meenakshi Gauri Karamcheti is right for you?

Licenses & Designations

IA

Issued 09/04/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Meenakshi Gauri Karamcheti.
Not sure if Meenakshi Gauri Karamcheti is right for you?