Perry Max Mikic
Investment adviser representative at Ieq Capital, LLC
12 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
12 years in the industry.
- Ieq Capital, LLCSep 2024 to now
- UnemployedMay 2024 to Sep 2024
- Cicero TechnologiesJun 2023 to Apr 2024
- The Drunken CrabOct 2022 to Jun 2023
- Tbi FinancialJun 2022 to Oct 2022
- UnemployedMay 2014 to May 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8004528
- Firm CRD
- 301819