Greg Baglio
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.
- Ieq Capital, LLCMar 2026 to now
- Infotrack USOct 2025 to Mar 2026
- UnknownJun 2025 to Oct 2025
- Zocalo HealthNov 2024 to Mar 2025
- Escalate CapitalJun 2024 to Sep 2024
- Santa Luz ClubJun 2023 to Sep 2023
- Uc Santa BarbaraSep 2021 to Jun 2025
- Torrey Pines Golf CourseMay 2021 to Aug 2021
- Cathedral Catholic High SchoolAug 2017 to Jun 2021
- UnknownMar 2016 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8249155
- Firm CRD
- 301819