IQVESTMENT, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $22.3M |
| Discretionary | $22.3M100% of AUM |
| Client Accounts | 237 |
| Avg Account Size | $94K |
| Employees | 5 |
| Peak AUM | $58.4MMar 2022 |
AUM by Client Type
Total AUM
$22M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $22M | +105.6% | 20.5% | +481.7% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $22.3M |
| Discretionary | $22.3M |
| Employees | 5 |
| Client Accounts | 237 |
| Client Range | 0 |
Contact & Location
Phone
877-486-4702
Filing History
80 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Portfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$22M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Non-US Client AUM
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported