Capital Markets Iq, LLC
Capital Markets Iq, LLC (CRD# 134921) is a financial advisory firm headquartered in Wilmington, DE. They manage $392,299,624 in 680 accounts and serve the financial needs of clients across 27 states (or territories).
-
Total Assets Under Management392MILLION
-
Total Number of Accounts680ACCOUNTS
-
Average Account Value$576,911
- 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, OH, 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 39 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 38 years of experience in the finance industry.