FINANCIAL Q GROUP LLC
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
FINTRXOverview
Financial Q Group LLC is organized as a limited liability company under individual ownership and operates as an investment adviser and capital allocator. The firm’s regulatory registration year with the SEC is not listed. Its regulatory classification is recorded as unclassified. The firm’s advisory scope centers on discretionary portfolio management across several client types: individuals and small businesses, pooled investment vehicles, and business or institutional clients. An additional capability identified is the selection of other advisers, indicating the firm may build portfolios using third‑party managers or subadvisers rather than relying solely on in‑house strategies. Financial Q Group charges fees based on a percentage of assets under management and may also assess performance‑based fees. The profile flags the firm as not active on ESG investing, and it is not listed as a multi‑state adviser, a pension consultant, a related adviser, or a newly formed adviser.
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Oscar Martinez
CRD 7968288
Elido Santana
Investment Advisor RepresentativeCRD 8196735
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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