Fq Advisors, LLC (Chicago)


Fq Advisors, LLC is a large advisory firm based in Chicago. It manages $30 million of regulatory assets for 23 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Illinois and Minnesota.

Fq Advisors provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Fq Advisors: assets under management

The assets under management (AUM) of Fq Advisors, LLC is $30 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $30 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.3 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Fq Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, commissions, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Chicago

The principal office where Fq Advisors, LLC performs its advisory services is located at 8770 West Bryn Mawr Ave, Chicago, IL 60631, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 301-775-0925. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.fqadvisors.com.