Iq Trends Private Client Asset Management

Iq Trends Private Client Asset Management (CRD# 118358) is a financial advisory firm headquartered in San Juan Capistrano, CA. They manage $60,000,000 in 67 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    60
    MILLION
  • Total Number of Accounts
    67
    ACCOUNTS
  • Average Account Value
    $895,522
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, TX

Financial Advisors at Iq Trends Private Client Asset Management
Showing 1 - 1 of 1 top financial advisors.
1
Kelley R. Wright
CRD#: 1356322
27132 Paseo Espada, Suite B1222, San Juan Capistrano, CA 92675

Kelley Wright (CRD# 1356322) is an Investment Advisor Representative working at Iq Trends Private Client Asset Management in San Juan Capistrano, CA and has over 38 years of experience in the finance industry.

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