Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > massachusetts > woburn > IQVESTMENT, LLC
IQVESTMENT, LLC
12 Gill St.
Suite 5450
Woburn, Massachusetts 01801
Tel: 877-486-4702
About IQVESTMENT, LLC
IQVESTMENT, LLC, formally registered with the SEC as IQVESTMENT, LLC. The firm was established in 04/25/2014. They have over 1 offices throughout the country.
IQVESTMENT, LLC is a Woburn, Massachusetts based Financial Planning firm with nearly $2,091,091 assets under management, offering retirement planning & investment advisory services to 327 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 157514 |
| SEC# | 801-79638 |
| Assets Managed by Firm | $2,091,091 |
| No. of Clients | 327 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 327 | $2,091,091 |
| Other investment advisers | Fewer than 5 clients | $359,275 |
More Retirement Planning firms in Woburn, Massachusetts:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,964,385,404,654 | 31349 | 1264 | |
| $1,282,732,502,947 | 1559 | 2021 | |
| $1,062,795,395,069 | 172 | 161 | |
| $1,014,331,002,469 | 246 | 243 | |
| $824,740,096,815 | 1965880 | 269 |
Explore More Retirement Advisors in Woburn, Massachusetts