Iqcio LLC is an internet adviser based in New York. It manages $16.2 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of New York.
Iqcio provides digital internet-based investment advisory services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Iqcio LLC is $16.2 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 5300% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Iqcio LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to investment companies and high net worth individuals. The largest group of clients of Iqcio is investment companies with 1 clients and $16 million of assets under management. Among the 3 most similar advisory firms, Iqcio has the 2nd highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $16.2 million for 2 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Iqcio doesn't advise any private funds.
The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Iqcio LLC performs its advisory services is located at 90 Park Avenue, New York, NY 10016, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 914-629-7437. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at iqcio.com.