William Patrick Dugan
Investment adviser representative at Ieq Capital, LLC
10 yearsExperience
1 stateRegistered in
$56.8BFirm assets
7 yearsFirm in business
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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.
- Financial Perspectives IncOct 2026 to now
- Ieq Capital, LLCFeb 2025 to now
- Epiq Capital GroupJan 2023 to Feb 2025
- Epiq Capital GroupMay 2018 to Dec 2022
- Iconiq CapitalJul 2016 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 6724258
- Firm CRD
- 301819