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BQS FINANCIAL ADVISORS, LLC
CRD 333795 · SEC 801-132993
575 FIFTH AVENUE, 14TH FLOOR, NEW YORK, NY, 10017, United States
Phone
917-939-0632
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$226.4M
Discretionary AUM
$226.4M
Team
7 total employees; 5 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-09
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $650K |
| High net worth individuals | 1 | $12.7M |
| Pension/profit sharing plans | 23 | $213.0M |
States served
AZ, CA, NV, NJ, NM, NY, PA
All web addresses on file
Official SEC filing: View on IAPD