Capital Markets Iq, LLC
Capital Markets Iq, LLC (CRD# 134921) is a financial advisory firm headquartered in Wilmington, DE. They manage $322,400,000 in 689 accounts and serve the financial needs of clients across 26 states (or territories).
-
Total Assets Under Management322MILLION
-
Total Number of Accounts689ACCOUNTS
-
Average Account Value$467,925
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AL, AR, AZ, CA, CO, DE, FL, GA, IA, IL, IN, LA, MA, MI, MN, NC, NE, NH, NJ, NY, PA, SC, TN, TX, VA, WA
Grace Brettkelly (CRD# 2958813) is an Investment Advisor Representative working at Capital Markets Iq, LLC in San Francisco, CA and has over 21 years of experience in the finance industry.
Michael Dickerson (CRD# 67338) is an Investment Advisor Representative working at Capital Markets Iq, LLC in Arlington, TX and has over 38 years of experience in the finance industry.
Adam Jorgensen (CRD# 5606630) is an Investment Advisor Representative working at Capital Markets Iq, LLC in Palm Beach Gardens, FL and has over 14 years of experience in the finance industry.
William Lawton (CRD# 865963) is an Investment Advisor Representative working at Capital Markets Iq, LLC in Arlington, TX and has over 27 years of experience in the finance industry.
Thomas Marshburn (CRD# 2239917) is an Investment Advisor Representative working at Capital Markets Iq, LLC in Arlington, TX and has over 31 years of experience in the finance industry.
Donald Massey (CRD# 1012435) is an Investment Advisor Representative working at Capital Markets Iq, LLC in Arlington, TX and has over 41 years of experience in the finance industry.
Daniel Millman (CRD# 6355655) is an Investment Advisor Representative working at Capital Markets Iq, LLC in Mellville, NY and has over 9 years of experience in the finance industry.
William Peng (CRD# 5790866) is an Investment Advisor Representative working at Capital Markets Iq, LLC in Arlington, TX and has over 13 years of experience in the finance industry.
Lawrence Pereira (CRD# 4408339) is an Investment Advisor Representative working at Capital Markets Iq, LLC in Arlington, TX and has over 22 years of experience in the finance industry.
Robert Schreiber (CRD# 1467891) is an Investment Advisor Representative working at Capital Markets Iq, LLC in Memphis, TN and has over 37 years of experience in the finance industry.