Iqvestment, LLC
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Overview
Iqvestment, LLC is an advisory firm headquartered in Woburn, Massachusetts. Iqvestment, LLC controls $44.4 million in assets throughout 965 client accounts. It has a small group, including 2 financial advisors. Iqvestment, LLC does not act as a registered broker-dealer, signifying that it is not able to buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer firm to do so. Securities are exchangable fiscal assets like options, bonds and stocks.
Iqvestment, LLC oversees all of its client assets on a discretionary basis. Discretionary management signifies that a portfolio manager has the discretion to make buy and sell decisions without needing the customer's permission. The company's typical account size is $45,990. The typical advisor at Iqvestment, LLC manages about 483 client accounts.
The company's main office is located at 12 Gill St., Woburn, Massachusetts 1801. It is legally permitted to serve customers across 26 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Iqvestment, LLC by the Numbers
$44.4 million
9
965
$46.0 thousand
Fee Structure
Financial advisory fees typically vary depending on which services the firm provides the client. However, fee types billed by the company most likely include the following fee structures: asset-based or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are offered by Iqvestment, LLC.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 32% of firms
Fixed
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company caters to retail investors and high net worth investors. Out of its 965 customers, Iqvestment, LLC's biggest client group by number of accounts is retail investors, though it also serves seven high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 under management or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0.73%
- Other Individuals - 99.27%
- Corporations - 0%
- 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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Disclosures
Iqvestment, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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