BQS MANAGEMENT LLC

RIASEC Registered
Total AUM
$1.9M
Discretionary
$1.9M
100% of AUM
Avg account
$649K
Accounts
3
Employees
1
Advisory reps
1

Firm details

Headquarters
Atlanta, Georgia
CRD number
282313
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Individuals51.57%
  • Corporations / Businesses48.43%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Bqs Management LLC operates as a limited liability company focused on providing portfolio management services for both individuals and small businesses, as well as for larger institutions. The firm employs a fee structure that includes a percentage of assets under management and performance-based fees. While it does not actively engage in ESG investing, Bqs Management LLC has established itself in the financial advisory sector without being classified under any specific category. The firm is not a capital allocator and does not have affiliations with multi-state advisory services or pension consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 75%, Cash & Cash Equivalents 21%, Derivatives 4%75%
  • Exchange Traded Equities75%
  • Cash & Cash Equivalents21%
  • Derivatives4%

Owners & executives

1 of 1
  • JOHN AUSTIN

    Founder and Chief Compliance Officer (CCO)CRD 3273115

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Atlanta, GA

FULTON

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
FULTON
Address
2020 Howell Mill Rd NW
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth