A
CRD: 317432
AQS Management, LLC
Brooklyn, NY, 11238
4129017503
$24.7M Total AUM
$24.6M Disc. AUM
-- 3Y CAGR
1 Employees
95 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-30-2022
- Office Locations
- 1
Office Locations
630 Grand Avenue Suite 404 Brooklyn NY
About AQS Management, LLC
AQS Management, LLC is a Brooklyn-based RIA. The firm has been operating for 4 years. Managing $24.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade. Services offered include Financial Planning, Portfolio Construction.
Team overview
-- AVG AGE
$24.7M AVG AUM / ADVISOR
$259.6K AVG AUM / CLIENT
4.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Zenith Peak optima Bridge beacon
Investment Themes
Bridge Legacy pioneer Optima fusion Foundation alpha
Investment Vehicles
Ridge wave Matrix legacy
Services
Wave Eagle
Owner & Executives
V
Vivek NMN Verma
Advisor, Chief Compliance Officer, Chief Executive Officer
- CRD
- #6893185
- Ownership
- 75% or more
(741) 896-2495
momentum.insight@bridgecapital.com
in linkedin.com/in/signal-timber
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,603,981 | -- |
| Non-Discretionary | $57,797 | -- |
| Total | $24,661,778 | -- |
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Separately Managed Accounts
Total SMA Asset: $24,661,778
Equity - Exchange:
38.3% Municipal Bonds:
45.0% U.S. Government/Agency:
16.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $366,106,595 | 38.3% |
| Municipal Bonds | $430,151,352 | 45.0% |
| U.S. Government/Agency | $159,633,946 | 16.7% |
| Total | $955,891,893 | 100.0% |