Aaron Ross Price
Investment adviser representative at Ieq Capital, LLC
10 yearsExperience
8 statesRegistered in
CFADesignation
$56.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Ieq Capital, LLCJun 2019 to now
- First Republic Investment Management, IncNov 2016 to May 2019
- First Republic Securities Company, LLCNov 2016 to May 2019
- Fisher InvestmentsApr 2016 to Nov 2016
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 8 states (AZ, CA, HI, IN, MD, NV, NY, PA).
Ieq Capital, LLC
$56.8BAssets managed
2,309Clients
197Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5099484
- Firm CRD
- 301819