Aidan Schifano
Advisor at IEQ Capital, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
IEQ Capital, LLC
Location
Los Angeles, CA 90025
Credentials
Series 65
Industry experience
< 1 year
About
Aidan Schifano is a financial advisor at IEQ Capital, LLC, with a Series 65 designation and one year of industry experience. Prior to joining IEQ Capital, he held positions at Wellington Management and Harvard Medical, and has experience working in tutoring and club environments. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients, focusing on separately managed accounts and family-office services. The firm’s investment approach integrates centralized macro and manager research with access to alternative investments and specialized capabilities such as digital asset exposure and PPLI sub-advisory services.
Client services
Based on IEQ Capital, LLC
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Based on IEQ Capital, LLC
Private / alternative investments
10b5-1 plan design
Family Business
Retirement plans for business owners (SEP, solo 401k)
Fee options
Management fees may be negotiated as fixed dollar amounts paid quarterly in advance, depending on client complexity
Performance-based fees generally 10% of the excess profits over a stated threshold on certain single-asset investments/vehicles; also private alternative investment funds may charge performance-based fees (IEQ does not receive these)
Account minimum: $10,000,000 Minimum fee: Minimum management fee starting at $6,250 per quarter, though some clients negotiate lower minimums
Location
11601 Wilshire Blvd, Suite 460
Los Angeles, CA 90025
Most active in
Aidan S has reported serving >5 clients in these states in the last 12 months.
California
Work history
IEQ Capital
2025 - Present (1 year)
UNEMPLOYED
2024 - 2025 (1 year)
Wellington Management
2023 - 2024 (1 year)
Harvard Medical
2023 - 2023 (1 year)
UNEMPLOYED
2022 - 2022 (1 year)
Providence College Tutoring Center
2019 - 2022 (3 years)
Portland Country Club
2018 - 2022 (4 years)
Nonesuch River Golf Club
2017 - 2018 (1 year)
UNEMPLOYED
2015 - 2017 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Aaron K
Verified by Warmer
CFP®
Calabasas, CA
Greenup Wealth
Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.
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