IQVESTMENT, LLC

WOBURN, Massachusetts·10 registered advisors·CRD# 157514
SEC# 801-796380877-486-4702
01

Firm Overview

AUM
$2M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
10
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Investment Management
04

Advisors at IQVESTMENT, LLC

10 registered advisors
Ashton Hayward Soniat
WOBURN, Massachusetts
Edward James Lund
WOBURN, Massachusetts
Ethan Teel Brown
WOBURN, Massachusetts
James Richard Cott
WOBURN, Massachusetts
John Armistead Guthery
WOBURN, Massachusetts
Mark Christopher Healy
WOBURN, Massachusetts
Peter Leland Getz
WOBURN, Massachusetts
Robert Dale Peatman
WELLESLEY, Massachusetts
Robert James Bogart
WOBURN, Massachusetts
Timothy Michael Kaelin
WOBURN, Massachusetts
05

Office Locations

WOBURN, Massachusetts
9 advisors
WELLESLEY, Massachusetts
1 advisor

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. IQVESTMENT, LLC (CRD# 157514) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.