I-Qu & Co
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Overview
I-Qu & Co is a financial advisor firm that has its headquarters in Chicago, Illinois. It handles $447.0 million in assets throughout 11 customer accounts, placing it among the larger financial advisory firms in the nation by assets under management (AUM). The company has a small team, including 4 financial advisors. I-Qu & Co does not act as a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer company to do so. Securities are tradable fiscal assets like bonds, options and stocks.
I-Qu & Co manages all of the firm's client assets on a discretionary basis. Discretionary management means that a portfolio manager makes buy and sell decisions for the client's account without needing the customer's consent. I-Qu & Co manages about $40.6 million in assets for every account. The average advisor at I-Qu & Co administers around three client accounts, making it one of the most personalized financial advisor firms in the country.
The company's headquarters is located at 203 N. Lasalle, Chicago, Illinois 60601. The firm is permitted to serve clients in the state of Illinois.
Assets Under Management
Number of Advisors
Disclosures
Office Location
I-Qu & Co by the Numbers
$447.0 million
6
11
$40.6 million
Fee Structure
Fees for financial management are based on which services are provided. Fees charged by the company most likely include some blend of the following fee types: asset-based, fixed or performance-based. The company does not provide a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
I-Qu & Co works with pooled investment vehicles. Out of its 11 clients, I-Qu & Co's biggest client group by number of accounts is pooled investment vehicles. About 55% of the firm's clients are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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