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Jomil Guerrero

INDEXIQ ADVISORS LLC·NEW YORK, New York
Unclaimed Profile
51 MADISON AVENUE, NEW YORK, NY 10010CRD# 7528141Firm CRD# 144790
01

About

Jomil Guerrero is a registered financial advisor based in NEW YORK, New York, affiliated with INDEXIQ ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
INDEXIQ ADVISORS LLC
INDEXIQ ADVISORS LLC
AUM
$10.4B
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at INDEXIQ ADVISORS LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7528141
Firm CRD# 144790
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jomil Guerrero offer?
Jomil Guerrero specializes in Investment Management, Wealth Management. Contact their office in NEW YORK, New York for a consultation.
What are Jomil Guerrero's credentials?
Jomil Guerrero is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jomil Guerrero located?
Jomil Guerrero is based in NEW YORK, New York, working with INDEXIQ ADVISORS LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Jomil Guerrero charge for services?
Jomil Guerrero's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INDEXIQ ADVISORS LLC?
INDEXIQ ADVISORS LLC has approximately 8 employees and manages $10.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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