MAXQ ASSET MANAGEMENT LLC

RIASEC RegisteredEst. 2025
Total AUM
$408M
Discretionary
$408M
100% of AUM
Avg account
$408M
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
GREENWOOD VILLAGE, Colorado
CRD number
336560
Registered since
June 4, 2025
Custodians
PRINCIPAL SECURITIES, INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • State / Municipal Government100%
Services
Financial PlanningPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Maxq Asset Management LLC is a privately held limited liability company that serves institutional clients. The firm provides financial planning and portfolio management services targeted at businesses and institutions, and charges either a percentage of assets under management or fixed fees. Ownership is listed as an individual owner and the adviser is SEC-registered (registration year shown as 2025). Maxq does not present itself as an active ESG investor, is not a multi-state adviser, and is not identified as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Asset composition

Asset composition: US Government Bonds 58%, Investment Grade Corp Bonds 26%, Cash & Cash Equivalents 16%58%
  • US Government Bonds58%
  • Investment Grade Corp Bonds26%
  • Cash & Cash Equivalents16%

Contacts

1 of 1
  • JASON KLINGHOFFER

    Director, Portfolio AnalyticsCRD 5149417

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

GREENWOOD VILLAGE, CO

ARAPAHOE

Location

GREENWOOD VILLAGE, CO

Headquartered in GREENWOOD VILLAGE, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
ARAPAHOE
Address
6400 S Fiddlers Green Cir
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth