IQ FINANCIAL SERVICES, INC.
Total AUM
$53M
Employees
2Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
9AM-6PM
MONDAY-SATURDAY
MONDAY-SATURDAY
Phone
212-344-8337
Financials
Total AUM
$53M
Accounts
2Discretionary
$0
Accounts
0Non-Discretionary
$53M
Accounts
2
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FEE FOR PREPARATION OF FINANCIAL PLAN
Compliance
Disclosures
None reported
State Registrations
None reported
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.