MAXQ Asset Management LLC

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Assets, Funds, Holdings

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MAXQ Asset Management LLC
CRD #336560
SEC #801-132926
CIK #
AUM $407.7 M (2026-03-16)
Employees 1 (100% Investors, 100% Brokers)
Phone720-452-2343
Address6400 S Fiddlers Green Circle
Greenwood Village, CO 80111
Source [IAPD] [Website]
Total AUM ($M)
4503602701809002010201520212027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 1 407.7
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1 407.7
By Discretionary
Discretionary 1 407.7
Non-Discretionary 0 0.0
Total 1 407.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 407.7
Total 1 407.7
Comparable Firms State AUM ($B)
Palouse Capital Management Inc
WA 0.4
Advisory Solutions Group LLC
MN 0.4
Range Financial Group LLC
OR 0.4
Heritage Financial LLC
VA 0.4
Quad City Investment Advisors LLC
IL 0.4
Revere Asset Management Inc
TX 0.4
Navigoe LLC
CA 0.4
Compass Financial Services Inc
IA 0.4
Wealthcare Capital Partners LLC
PA 0.4
Jr Prunier Capital Management LLC
MA 0.4
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