I-QU & CO.

203 N. Lasalle
Suite 2100
Chicago, Illinois 60601
Tel: 415-228-8254

About I-QU & CO.

I-QU & CO, formally registered with the SEC as I-QU & CO. The firm was established in 04/10/2019. They have over 1 offices throughout the country.

I-QU & CO. is a Chicago, Illinois based Financial Planning firm with nearly $439,620,000 assets under management, offering retirement planning & investment advisory services to 11 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	301006
SEC#	801-114956
Assets Managed by Firm	$439,620,000
No. of Clients	11
No. of Advisors	6

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	11	$439,620,000

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