KELLEY WRIGHT & COMPANY, INC.
Legal name: IQ TRENDS PRIVATE CLIENT ASSET MANAGEMENT
CRD #118358 SEC #801-67945 CARLSBAD, CA 866-927-5250
SEC Registered
Total AUM
$63M
Discretionary
$43.1M
Employees
1
Clients
0
Accounts
145
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $63M | $43.1M | $19.9M | 1 | 200 |
| Apr 2012 | $60.3M | $46.6M | $13.7M | 1 | 200 |
| Apr 2012 | $60.3M | $46.6M | $13.7M | 1 | 200 |
| Mar 2011 | $67.9M | $44.3M | $23.6M | 5 | -- |
| Mar 2010 | $43.8M | $42.6M | $1.2M | 5 | -- |
| Mar 2009 | $59.8M | $40.8M | $19.1M | 5 | -- |
| Mar 2008 | $48.6M | $31.5M | $17.1M | 5 | -- |
| May 2007 | $47M | $32M | $15M | 5 | -- |
DateJun 2012
Total AUM$63M
Discretionary$43.1M
Non-Disc.$19.9M
Employees1
Clients200
DateApr 2012
Total AUM$60.3M
Discretionary$46.6M
Non-Disc.$13.7M
Employees1
Clients200
DateApr 2012
Total AUM$60.3M
Discretionary$46.6M
Non-Disc.$13.7M
Employees1
Clients200
DateMar 2011
Total AUM$67.9M
Discretionary$44.3M
Non-Disc.$23.6M
Employees5
Clients--
DateMar 2010
Total AUM$43.8M
Discretionary$42.6M
Non-Disc.$1.2M
Employees5
Clients--
DateMar 2009
Total AUM$59.8M
Discretionary$40.8M
Non-Disc.$19.1M
Employees5
Clients--
DateMar 2008
Total AUM$48.6M
Discretionary$31.5M
Non-Disc.$17.1M
Employees5
Clients--
DateMay 2007
Total AUM$47M
Discretionary$32M
Non-Disc.$15M
Employees5
Clients--