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IQ TRENDS PRIVATE CLIENT ASSET MANAGEMENT
KELLEY WRIGHT & COMPANY, INC.
CRD 118358 · SEC 801-67945
27132 PASEO ESPADA, SUITE B1222, SAN JUAN CAPISTRANO, CA, 92675, United States
Phone
866-927-5250
Fax
866-927-5251
Registration
— (—)
Source
State registered
Total AUM
$62.8M
Discretionary AUM
$59.9M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 29 | $17.6M |
| High net worth individuals | 16 | $45.2M |
All web addresses on file
Official SEC filing: View on IAPD