|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| CQ Wealth Advisors Inc
✚
|
|
|---|---|
| CRD # | 313833 |
| SEC # | 801-120967 |
| CIK # | |
| AUM | $226.1 M (2025-04-23) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 858-550-0030 |
| Address | 4510 Executive Drive San Diego, CA 92121 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 769 | 223.1 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 772 | 226.1 |
| By Discretionary | ||
| Discretionary | 769 | 223.1 |
| Non-Discretionary | 3 | 3.0 |
| Total | 772 | 226.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 226.1 | |
| Total | 772 | 226.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Brendel Financial Advisors LLC
✚
|
NH | 0.2 |
|
True Wealth Advisory Group LLC
✚
|
FL | 0.2 |
|
Madrone Investment Advisory LLC
✚
|
CA | 0.2 |
|
Hunter Lewis LLC
✚
|
VA | 0.2 |
|
Redwood Financial Network Corp
✚
|
OH | 0.2 |
|
724 Capital LLC
✚
|
0.2 | |
|
The Ehrlich Group LLC
✚
|
CA | 0.2 |
|
SPWM Advisors LLC
✚
|
MI | 0.2 |
|
Efinancial Alliance LLC
✚
|
TN | 0.2 |
|
Magnolia Private Wealth LLC
✚
|
PA | 0.2 |