INTEGRATED QUANTITATIVE INVESTMENTS LLC

RIASEC RegisteredEst. 2023

Total AUM

$845M

Discretionary

$845M

100% of AUM

Avg account

$44.5M

Accounts

Employees

Advisory reps

Firm details

Headquarters: BELLEVUE, Washington
CRD number: 310106
Registered since: August 24, 2023
Website: integratedquant.com
Custodians: STATE STREET BANK AND TRUST COMPANY, J.P. MORGAN SECURITIES INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, THE BANK OF NEW YORK MELLON, FIRST HORIZON, INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM
Client types: State / Municipal Government99.53%
Corporations / Businesses0.38%
HNWI0.08%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Integrated Quantitative Investments LLC is an SEC-registered investment adviser organized as an LLC and registered in 2023. The firm manages portfolios for both individual and family clients and for institutional or business clients, charging fees as a percentage of assets under management. Its advisory services focus on portfolio management for individuals, small businesses, and institutions, and the firm identifies itself as an active ESG investor.