Investment adviser · CRD 118358

IQ TRENDS PRIVATE CLIENT ASSET MANAGEMENT

Investment adviser filing (IA)

KELLEY WRIGHT & COMPANY, INC.

CARLSBAD, CA, United States · Form ADV filed Jun 12, 2012

Regulatory AUM
$63M
Form ADV · Item 5.F
Client accounts
145
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 12, 2012. View historical filings

Reported services

Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

2888 LOKER AVENUE EAST, SUITE 116
CARLSBAD, CA, 92010, United States

CRD 118358

Filing source

Form ADV 652553 · Jun 12, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.