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| Mediqus Asset Advisors Inc
✚
| |
|---|---|
| CRD # | 107694 |
| SEC # | 801-50225 |
| CIK # | |
| AUM | $1.3 BB (2024-03-29) |
| Employees | 11 (64% Investors, 45% Brokers) |
| Phone | 312-419-3733 |
| Address | 8750 W Bryn Mawr Chicago, IL 60631-3655 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 545 | 172.2 |
| (b) Individuals (high net worth individuals) | 300 | 705.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 26 | 74.6 |
| (h) Charitable organizations | 22 | 49.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 82 | 250.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,544 | 1,252.9 |
| By Discretionary | ||
| Discretionary | 1,379 | 1,136.9 |
| Non-Discretionary | 165 | 115.9 |
| Total | 1,544 | 1,252.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,252.9 | |
| Total | 1,544 | 1,252.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
ERN Financial LLC
✚
|
WI | 1.3 |
|
Raymond James USA Ltd
✚
|
1.3 | |
|
Weatherly Asset Management LP
✚
|
CA | 1.3 |
|
Midwestern Securities Trading Company LLC
✚
|
IL | 1.3 |
|
Atlas Private Wealth Management LLC
✚
|
NY | 1.3 |
|
Godsey & GIBB Inc
✚
|
VA | 1.3 |
|
American Investment Services Inc
✚
|
MA | 1.2 |
|
Clarity Financial LLC
✚
|
TX | 1.2 |
|
Clearwater Capital Advisors LLC
✚
|
IL | 1.2 |
|
Fiduciary Alliance LLC
✚
|
SC | 1.2 |