FINANCIAL Q GROUP LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
MIAMI, Florida
CRD number
327095
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

FINTRX

Overview

Financial Q Group LLC is organized as a limited liability company under individual ownership and operates as an investment adviser and capital allocator. The firm’s regulatory registration year with the SEC is not listed. Its regulatory classification is recorded as unclassified. The firm’s advisory scope centers on discretionary portfolio management across several client types: individuals and small businesses, pooled investment vehicles, and business or institutional clients. An additional capability identified is the selection of other advisers, indicating the firm may build portfolios using third‑party managers or subadvisers rather than relying solely on in‑house strategies. Financial Q Group charges fees based on a percentage of assets under management and may also assess performance‑based fees. The profile flags the firm as not active on ESG investing, and it is not listed as a multi‑state adviser, a pension consultant, a related adviser, or a newly formed adviser.

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Oscar Martinez

    CRD 7968288

  • Elido Santana

    Investment Advisor RepresentativeCRD 8196735

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth