Financial Q Group LLC
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 327095
- Website
- financialqgroup.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Financial Q Group LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm describes itself as a capital allocator that provides discretionary portfolio management across multiple client types and vehicle structures. Its advisory services include managing portfolios for individuals and small businesses, overseeing pooled investment vehicles, advising businesses or institutional clients, and selecting third‑party advisers or managers on behalf of clients. Compensation is billed as a percentage of assets under management with the capacity to assess performance‑based fees. The firm is not identified as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3
Elido Santana
Investment Advisor RepresentativeCRD 8196735
Oscar Martinez
CRD 7968288

David Enciso
Portfolio ManagerCRD 7966188
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Miami, FL
Miami Dade
Location
Miami, FL
Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 8950 Sw 74th Ct
- Time zone
- ET (UTC-5)
- Office locations
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