Maxq Asset Management LLC
Firm details
- Headquarters
- Greenwood Village, Colorado
- CRD number
- 336560
- Registered since
- June 4, 2025
- Website
- maxqam.com
- 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 limited liability company operating as an institutional registered investment adviser. The firm is registered with the SEC in 2025. Ownership is held by an individual, and its client focus is institutional relationships. Advisory services emphasize financial planning and portfolio management for businesses or institutions. Fee arrangements combine a percentage of assets under management with fixed-fee engagements. The firm does not describe itself as an active ESG investor and is not identified as a multi-state adviser, pension consultant, capital allocator, or related adviser.
Assets & Accounts
Investments & Alternatives
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 1
Jason 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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