I5equity

Broker-DealerFINRA MemberEst. 2020
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
San Francisco, California
CRD number
298949
Registered since
April 3, 2020

Firm profile

FINTRX

Overview

I5equity is organized as a limited liability company and is recorded as having registered with the SEC in 2020. Ownership is listed as a combination of a domestic entity and an individual. Regulatory filings categorize the firm as unclassified rather than under a standard advisory subclass. The firm's profile in the data indicates a narrow regulatory footprint: it is not identified as a capital allocator, it is not flagged as an active ESG investor, and it does not operate as a multi-state adviser or a pension consultant. Other business details such as client types, fee arrangements, and specific advisory activities were not included in the source data.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • Giovanni Soleti

    CCOCRD 6109434

  • Sotero Rodriguez

    Sotero Rodriguez

    Managing DirectorCRD 7182539

  • Peter Burkholder

    Peter Burkholder

    Vice PresidentCRD 8020322

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
1700 Montgomery St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth