MAXQ ASSET MANAGEMENT LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds58%
- Investment Grade Corp Bonds26%
- Cash & Cash Equivalents16%
Contacts
1 of 1JASON KLINGHOFFER
Director, Portfolio AnalyticsCRD 5149417
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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