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IQVESTMENT, LLC
CRD 157514 · SEC 801-79638
AL, United States
Phone
877-486-4702
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$22.3M
Discretionary AUM
$22.3M
Team
5 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 235 | $1.0M |
States served
AL, AZ, AR, CA, CO, GA, ID, IL, IN, IA, KS, LA, MD, MA, MI, MN, MS, NE, NV, NY, NC, OH, OR, PA, RI, TN, UT, VA, WI, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD