MEDIQUS ASSET ADVISORS, INC.

RIASEC RegisteredEst. 1995

Total AUM

$1.5B

Discretionary

$1.5B

100% of AUM

Avg account

$912K

Accounts

1,596

Employees

Advisory reps

Firm details

Headquarters: CHICAGO, Illinois
CRD number: 107694
Registered since: September 28, 1995
Website: mediqus.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
Client types: HNWI64.1%
Corporations / Businesses13.96%
Charitable Organizations12.09%
Individuals5.76%
Pension & Profit Sharing Plans4.09%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Mediqus Asset Advisors, Inc. is an independent, SEC-registered advisory corporation that has operated since 1995. The firm is owned by an individual and serves both high-net-worth individuals and families as well as institutional clients. Its advisory offering includes financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and educational seminars and workshops. Compensation methods are varied: percentage-of-AUM, hourly fees, fixed fees and commission arrangements. The firm does not identify as an active ESG investor, and it is not organized as a multi-state adviser or a capital allocator.