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- Custodian
- Apex · Betterment · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-28-1995
- Office Locations
- 2
Office Locations
About Mediqus Asset Advisors, Inc.
MEDIQUS Asset Advisors is an RIA focused on physicians, medical practices, and medical societies. The firm provides personal wealth management and financial planning for doctors, advises medical society boards and treasurers on reserve-fund management, and designs/oversees retirement plans for medical practices. Founded in the mid-1990s and serving clients in 40+ states, it typically builds portfolios using diversified public funds, including mutual funds and ETFs.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
RONALD JAMES PAPROCKI
Chief Compliance Officer, Chief Executive Officer, Investment Advisor, President
- CRD
- #1055714
- Ownership
- 75% or more
KAREN KOWALL BRASK
Chief Operations Officer, Investment Advisor
- CRD
- #2283345
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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LEE ANTHONY CATALANO
Advisor
- CRD
- #1103023
Julia Khazan
Advisor
- CRD
- #7619917
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,456,099,307 | $912,343 |
| Non-Discretionary | $0 | -- |
| Total | $1,456,099,307 | $912,343 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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