|
⚲
|
| IQvestment LLC
✚
|
|
|---|---|
| CRD # | 157514 |
| SEC # | 801-79638 |
| CIK # | |
| AUM | $2.1 MM (2024-03-29) |
| Employees | 7 (29% Investors, 0% Brokers) |
| Phone | 877-486-4702 |
| Address | 12 Gill St Woburn, MA 01801 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 1.7 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.4 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 327 | 2.1 |
| By Discretionary | ||
| Discretionary | 327 | 2.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 327 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 327 | 2.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Golden Jade Capital Management LLC
✚
|
0.0 | |
|
American Expats in Europe Ltd
✚
|
0.0 | |
|
Herring RIA Sub LLC
✚
|
CA | 0.0 |
|
Quantalytics Investment Advisors LLC
✚
|
NJ | 0.0 |
|
Sagewater Wealth Management LLC
✚
|
CA | 0.0 |
|
Fingage Advisors LLC
✚
|
CA | 0.0 |
|
Circular Wealth Advisors Inc
✚
|
FL | 0.0 |
|
Rockettrader Inc
✚
|
TN | 0.0 |
|
Wolverine Investment Advisors LLC
✚
|
GA | 0.0 |
|
Strategic Swiss Advisors SARL
✚
|
0.0 |