Iqcio LLC
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Overview
Iqcio LLC operates as an advisory firm that has its headquarters in New York, New York. Iqcio LLC administers $50.3 million in assets over four accounts. The company has a small group, including 2 financial advisors. Iqcio LLC does not act as a registered broker-dealer, meaning it cannot buy and sell securities for its clients' and own accounts and instead must go through a broker-dealer firm to do so. Securities are tradable financial investments like equities, options and bonds.
Iqcio LLC manages all of the firm's client assets on a discretionary basis. Discretionary management means that transaction judgments for the client's account are made by an investment advisor without needing to seek client permission. The advisory firm manages an average of $12.6 million for every customer account. An average financial advisor at Iqcio LLC oversees about two client accounts, placing it among the most individualized financial advisor firms in the country.
Iqcio LLC's headquarters is at 90 Park Avenue, New York, New York 10016. The company is legally registered to provide services to customers in the state of New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Iqcio LLC by the Numbers
$50.3 million
2
4
$12.6 million
Fee Structure
Fees charged by financial advisors depend on which services are offered. Fees charged by the company typically consist of the following fee type: asset-based. Iqcio LLC does not supply a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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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
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm caters to investment companies. Out of its four customers, Iqcio LLC's biggest client type by number of accounts is investment companies. None of the firm's customers are from outside of the U.S.
- 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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