Iqvestment, LLC

RIASEC Registered

Total AUM

$22.3M

Discretionary

$22.3M

100% of AUM

Avg account

$94.1K

Accounts

237

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 157514
Registered since: April 25, 2014
Website: www.iqvestment.io
Custodians: DRIVEWEALTH, LLC, GREEN PIER FINTECH LLC, INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: Other Investment Advisers93.73%
Individuals4.63%
Banking / Thrift Institutions1.64%
Services: Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Iqvestment, LLC is an independent registered investment adviser formed as an LLC and SEC-registered since 2014. The firm is owned by a domestic individual/entity and focuses on advisory portfolio management for individuals and small businesses. Its client base is primarily individuals and families, and it charges a combination of percentage-of-AUM and fixed fees. Iqvestment identifies as an active ESG investor, and it operates without a dedicated capital-allocation arm or multi-state advisory registration beyond its current footprint.