Justin
Renaudin

Ieq Capital, LLC

CRD#3248640
Investment Advisor
in San Francisco, CA

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About this Advisor

Justin Renaudin is a financial advisor based in San Francisco, California, working with Ieq Capital, LLC. Justin has previously held positions at Epiq Capital Group, Thetos Advisors, Softbank Investment Advisers, Cypress Wealth Advisors, Na, and Ieq Capital, LLC. Justin is registered to provide services in California. Currently, Justin is part of Ieq Capital, LLC, which operates out of San Francisco, California. The firm has 13 offices and 222 employees. The firm manages assets totaling $35.4 billion and serves 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, fixed, and performance-based fees.

Certifications and Registrations

Chartered Financial Analyst

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

1 Lombard St. #200
San Francisco, CA 94111

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Ieq Capital, LLC Brokerage Details

Total Assets Under Management

$35,380,260,418

CA Average: $7,578,581,321
Total Number of Employees

222

CA Average: 43
Total Number of Accounts

1,963

CA Average: 3,727
Average Account Size

$18,023,566

CA Average: $2,033,427

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

Justin Renaudin Work History

2025 - Present (0 year)

Ieq Capital, LLC

2021 - Present (4 years)

Epiq Capital Group

2020 - 2021 (1 year)

Thetos Advisors

2017 - 2020 (3 years)

Softbank Investment Advisers

2016 - 2017 (1 year)

Na

2011 - 2016 (5 years)

Cypress Wealth Advisors

Disclosures

Please visit the SEC profile of Justin Renaudin 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

Austin Chau
San Francisco, CA
Daniel Hill
San Mateo, CA
William Dugan
Dallas, TX
John Mccourt
Atlanta, GA
Michael Horio
San Mateo, CA
Zachary Thomas
San Mateo, CA
Jack Burns
San Mateo, CA
Jennifer O'Neal
Dallas, TX

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