Maxq Asset Management LLC

RIASEC Registered
Total AUM
$408M
Discretionary
$408M
100% of AUM
Avg account
$408M
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
Greenwood Village, Colorado
CRD number
336560
Registered since
June 4, 2025
Website
maxqam.com
Custodians
PRINCIPAL SECURITIES, INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • State / Municipal Government100%
Services
Financial PlanningPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Maxq Asset Management LLC is a limited liability company operating as an institutional registered investment adviser. The firm is registered with the SEC in 2025. Ownership is held by an individual, and its client focus is institutional relationships. Advisory services emphasize financial planning and portfolio management for businesses or institutions. Fee arrangements combine a percentage of assets under management with fixed-fee engagements. The firm does not describe itself as an active ESG investor and is not identified as a multi-state adviser, pension consultant, capital allocator, or related adviser.

Assets & Accounts

Investments & Alternatives

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

Asset composition

Asset composition: US Government Bonds 58%, Investment Grade Corp Bonds 26%, Cash & Cash Equivalents 16%58%
  • US Government Bonds58%
  • Investment Grade Corp Bonds26%
  • Cash & Cash Equivalents16%

Contacts

1 of 1
  • Jason Klinghoffer

    Jason Klinghoffer

    Director, Portfolio AnalyticsCRD 5149417

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Greenwood Village, CO

Arapahoe

Location

Greenwood Village, CO

Headquartered in Greenwood Village, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Arapahoe
Address
6400 S Fiddlers Green Cir
Time zone
MT (UTC-7)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth