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IQ Trends Private Client Asset Management

IQ Trends Private Client Asset Management. CRD 118358

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CRD: 118358

IQ Trends Private Client Asset Management

SAN Juan Capistrano, CA, 92675
8669275250
iqtrends.com/asset_management.php
$62.8M Total AUM
$59.9M Disc. AUM
-- 3Y CAGR
1 Employees
45 ADV. Clients
28 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Folio Investments · Goldman Sachs
Clients
Retail
Platforms
--
Established Date
05-11-1998
Office Locations
1

Office Locations

27132 Paseo Espada Suite B1222 SAN Juan Capistrano CA

About IQ Trends Private Client Asset Management

IQ Trends Private Client Asset Management is a registered investment adviser providing continuously supervised discretionary portfolio management and non-discretionary consulting for an international client base including foundations/endowments, pension and benefit plans, trusts, and high-net-worth individuals. Portfolios follow its Dividend-Value Strategy rooted in Dividend-Yield Theory and the Investment Quality Trends newsletter, delivered via a customizable separate account or a FOLIOfn Institutional model that auto-syncs trades.

Team overview

64 AVG AGE
$62.8M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
28.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
28yrs Firm Age

Insights

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Asset Classes

Capital ridge

Client Personas

Meridian

Custodian

North crest

Investment Themes

North Meridian

Investment Vehicles

Optima catalyst Atlas

Services

Vector signal Vector

Owner & Executives

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Contacts

K

KELLEY RAY WRIGHT

Portfolio Manager

CRD
#1356322
(306) 678-7888
delta.optima@horizoncapital.com
in linkedin.com/in/capital-momentum

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-30-2011
06-12-2012
Category Assets AVG. Account size
Discretionary $59,914,215 $342,165
Non-Discretionary $2,840,072 $1,045,474
Total $62,754,287 $434,323

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Separately Managed Accounts

Total SMA Asset: $62,754,287

$62.8M Total SMA
Equity - Exchange:
20.9%
Cash:
26.2%
Corporate - Investment Grade:
25.4%
U.S. Government/Agency:
27.5%
Asset class Assets Assets %
Equity - Exchange $1,291,334,446 20.9%
Cash $1,618,802,033 26.2%
Corporate - Investment Grade $1,569,372,963 25.4%
U.S. Government/Agency $1,699,124,271 27.5%
Total $6,178,633,713 100.0%

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