Mark
Hajek

Capital Markets Iq, LLC

CRD#7525324
Investment Advisor
in Arlington, TX

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About this Advisor

Mark Hajek is a financial advisor operating in Arlington, Texas with 1 year of relevant experience. Hajek currently works for Capital Markets Iq, LLC. During their career, Hajek has held roles at Capital Markets Iq, Orange Paw LLC, Tango Boys LLC, Klm Hair Salons, Publix Supermarkets and Hajek & Hajek Cpa. Hajek maintains a Series 65 license, qualifying them as an investment advisor representative, and is registered to advise clients in Florida. Capital Markets Iq, LLC is a registered investment business with a branch in Arlington, Texas. It has offices in 20 locations and a total of 25 employees. It handles $322 million in assets between its 689 accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. The firm serves seven charities and foundations. Of its 689 accounts, just 14% are associated with high-net-worth individuals who have at least $1 million in assets. The company provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees charged by financial advisors typically depend on the type of services provided. However, fees billed by Capital Markets Iq, LLC can include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Arlington, TX

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Capital Markets Iq, LLC Brokerage Details

Total Assets Under Management

$322,400,000

Total Number of Employees

25

Total Number of Accounts

689

Average Account Size

$467,925

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Mark Hajek Work History

Mark has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Capital Markets Iq

2021 - Present (3 years)

Orange Paw LLC

2020 - 2020 (< 1 year)

Tango Boys LLC

2020 - 2020 (< 1 year)

Klm Hair Salons

2017 - 2020 (3 years)

Publix Supermarkets

2008 - 2019 (11 years)

Hajek & Hajek Cpa

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Mark Hajek to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Capital Markets Iq, LLC

Daniel Millman
Melville, NY
Adam Jorgensen
Palm Beach Gardens, FL
Michael Simms
Palm Beach Gardens, FL
Michael Dickerson
Arlington, TX
Donald Massey
Arlington, TX
Thomas Chase
Arlington, TX
Thomas Marshburn
Arlington, TX
Stephen Alinikoff
Arlington, TX

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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