Iqtick Advisors

Iqtick Advisors (CRD# 151543) is a financial advisory firm headquartered in Santa Cruz, CA. They manage $2,012,160 in 4 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $503,040
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
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 Iqtick Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Craig A. Kaplan
CRD#: 5715174
9029 Soquel Avenue, Suite G, Santa Cruz, CA 95062
93
Wealthminder
score

Craig Kaplan (CRD# 5715174) is an Investment Advisor Representative working at Iqtick Advisors in Santa Cruz, CA and has over 7 years of experience in the finance industry.

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