Andrew Isaac Kowal
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, LLCJun 2026 to now
- UnknownFeb 2026 to Jun 2026
- KoilAug 2025 to Feb 2026
- Mendacel Inc.Jan 2025 to Jul 2025
- South California Junior PgaMay 2023 to Sep 2024
- Haymarket Campaign StrategiesMay 2023 to Jul 2023
- Wa Sushi and IzakayaMay 2022 to Jan 2026
- UnemployedMay 2016 to May 2022
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
- 8307098
- Firm CRD
- 301819