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IQCIO LLC
90 Park Avenue
5th Floor
New York, New York 10016
Tel: 914-629-7437
About IQCIO LLC
IQCIO LLC, formally registered with the SEC as IQCIO LLC. The firm was established in 11/04/2016. They have over 1 offices throughout the country.
IQCIO LLC is a New York, New York based Financial Planning firm with nearly $60,475,212 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 285435 |
| SEC# | 801-108601 |
| Assets Managed by Firm | $60,475,212 |
| No. of Clients | 5 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Other (DIGITAL INTERNET-BASED INVESTMENT ADVISORY SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 5 | $60,475,212 |
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