IQ TRENDS PRIVATE CLIENT ASSET MANAGEMENT
IQ TRENDS PRIVATE CLIENT ASSET MANAGEMENT of SAN JUAN CAPISTRANO, CA is an SEC-registered investment adviser (CRD 118358). Regulatory assets under management: $62.8M.
Registration
- CRD: 118358
- SEC file number: 801-67945
- Type: Registered investment adviser
- Location: 27132 PASEO ESPADA, SAN JUAN CAPISTRANO, CA, 92675
- Phone: 866-927-5250
- Latest filing: 2026-03-27
- Regulatory AUM: $62.8M
- Discretionary AUM: $59.9M
- Non-discretionary AUM: $2.8M
- Clients: 1
- Accounts: 45
Business model
Compensation: % of AUM, Hourly.
Clients served: High net worth, Pooled vehicles, Other.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| WRIGHT KELLEY RAY | CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| MINNEY MICHAEL THOMAS | VICE PRESIDENT | — |
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