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| RWQ Financial Management Services Inc
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|---|---|
| CRD # | 297541 |
| SEC # | 801-120734 |
| CIK # | 0001846544 |
| AUM | $255.7 M (2025-05-30) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 732-600-5557 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 22.9 | ||
| General Electric Co | 21.9 | ||
| Netflix Inc | 21.7 | ||
| Amazon Com Inc | 20.6 | ||
| Facebook Inc | 19.3 | ||
| Nvidia Corp | 18.8 | ||
| Tesla Motors Inc | 16.4 | ||
| J P Morgan Chase & Co | 16.3 | ||
| Constellation Energy Corp | 12.2 | ||
| Broadcom Inc | 11.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 51 | 44.4 |
| (b) Individuals (high net worth individuals) | 133 | 205.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 5.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 322 | 255.7 |
| By Discretionary | ||
| Discretionary | 322 | 255.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 322 | 255.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 255.7 | |
| Total | 322 | 255.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001846544] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Freeman Will & Niemeier Inc
✚
|
IN | 0.3 |
|
Heritage Asset Advisors Ltd LLP
✚
|
0.3 | |
|
Opinicus Capital Inc
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|
FL | 0.3 |
|
Bull Street Advisors LLC
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|
GA | 0.3 |
|
Huber Weakland & Associates Inc
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|
MD | 0.3 |
|
FIG Wealth LLC
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|
CA | 0.3 |
|
Wela Strategies Inc
✚
|
GA | 0.3 |
|
Birchcreek Wealth Management LLC
✚
|
OH | 0.3 |
|
BURK Holdings LLC
✚
|
OK | 0.3 |
|
Cauble & Harre Wealth Management Inc
✚
|
MO | 0.3 |