Michael James Fenner
Investment adviser representative at Ieq Capital, LLC
10 yearsExperience
1 stateRegistered in
CFADesignation
$56.8BFirm assets
Are you Michael James Fenner? Claim your profile
Contact this firm
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, LLCJan 2025 to now
- UnemployedNov 2022 to Dec 2024
- Neuberger BermanSep 2022 to Nov 2022
- Fisher InvestmentsMar 2017 to Aug 2022
- UnemployedNov 2016 to Feb 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6266368
- Firm CRD
- 301819