Iqvestment LLC
Legal Name: IQVESTMENT, LLC
Full Contact Details
Iqvestment LLC
40 WALNUT STREET, WELLESLEY, MA
877-486-4702
Other Info
IQVESTMENT, LLC is a registered MA Limited Liability Company with two employees serving as advisors in a team of four. As of their last SEC approval in 2014, the number of clients they serve is unknown.
Direct Owners
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DAVID JAY MORTON
MANAGING MEMBER, DIRECTOR owns more than 10% but less than 25%
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EDWARD JAMES LUND
OWNER owns more than 5% but less than 10%
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KEVIN PATRICK LANE
CHIEF COMPLIANCE OFFICER owns more than 5% but less than 10%
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PLG CONSULTING
PASSIVE OWNER owns more than 25% but less than 50%
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ROBERT JAMES BOGART
CHIEF EXECUTIVE OFFICER owns more than 25% but less than 50%
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TIMOTHY MICHAEL KAELIN
MEMBER [NON-EMPLOYEE] owns more than 5% but less than 10%
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WILLIAM PAUL MORRISSEY
OWNER owns more than 10% but less than 25%
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ETHAN TEEL BROWN
DIRECTOR OF TRADING AND OPERATIONS owns less than 5%
Indirect Owners
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PETER LELAND GETZ
PRINCIPAL owns 75% or more