Financial Q Group LLC

RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
2
Advisory reps
3

Firm details

Headquarters
Miami, Florida
CRD number
327095
Fee structure
Percentage of AUM, Performance Based Fees
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Financial Q Group LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm describes itself as a capital allocator that provides discretionary portfolio management across multiple client types and vehicle structures. Its advisory services include managing portfolios for individuals and small businesses, overseeing pooled investment vehicles, advising businesses or institutional clients, and selecting third‑party advisers or managers on behalf of clients. Compensation is billed as a percentage of assets under management with the capacity to assess performance‑based fees. The firm is not identified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Elido Santana

    Elido Santana

    Investment Advisor RepresentativeCRD 8196735

  • Oscar Martinez

    CRD 7968288

  • David Enciso

    David Enciso

    Portfolio ManagerCRD 7966188

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
8950 Sw 74th Ct
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth