Iq Trends Private Client Asset Management

Iq Trends Private Client Asset Management (CRD# 118358) is a financial advisory firm headquartered in Carlsbad, CA. They manage $47,700,000 in 117 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    48
    MILLION
  • Total Number of Accounts
    117
    ACCOUNTS
  • Average Account Value
    $407,692
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Iq Trends Private Client Asset Management
Showing 1 - 2 of 2 top financial advisors.
1
Michael T. Minney
CRD#: 1951583
2888 Loker Avenue East, Suite 116, Carlsbad, CA 92010
90
Wealthminder
score

Michael Minney (CRD# 1951583) is an Investment Advisor Representative working at Iq Trends Private Client Asset Management in Carlsbad, CA and has 1 year of experience in the finance industry.

2
Kelley R. Wright
CRD#: 1356322
2888 Loker Avenue East, Suite 116, Carlsbad, CA 92010
63
Wealthminder
score

Kelley Wright (CRD# 1356322) is an Investment Advisor Representative working at Iq Trends Private Client Asset Management in Carlsbad, CA and has over 31 years of experience in the finance industry.

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