Iqvestment, LLC
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
FINTRXOverview
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.
Assets & Accounts
Public Holdings
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
Asset composition
- Public Funds/Mutual Funds99%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1Ethan Brown
CEO & Portfolio ManagerCRD 6477044
Contacts
2 of 2
Charity Amari
Compliance AssociateCRD 7892070
Susan Burke
Director of Client SuccessCRD 2906875
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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