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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 12, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MINNEY, MICHAEL, THOMAS | I | VICE PRESIDENT | NA | Control |
| MINNEY, MICHAEL, THOMAS | I | VICE PRESIDENT | NA | Control |
| MINNEY, MICHAEL, THOMAS | I | VICE PRESIDENT | NA | Control |
| MINNEY, MICHAEL, THOMAS | I | VICE PRESIDENT | NA | Control |
| WRIGHT, KELLEY, RAY | I | PRESIDENT | E | Control |
| WRIGHT, KELLEY, RAY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WRIGHT, KELLEY, RAY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WRIGHT, KELLEY, RAY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WRIGHT, KELLEY, RAY | I | PRESIDENT | E | Control |
| WRIGHT, KELLEY, RAY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WRIGHT, KELLEY, RAY | I | PRESIDENT | E | Control |
| WRIGHT, KELLEY, RAY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WRIGHT, KELLEY, RAY | I | PRESIDENT | E | Control |
| WRIGHT, KELLEY, RAY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WRIGHT, KELLEY, RAY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WRIGHT, KELLEY, RAY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MINNEY, MICHAEL, THOMAS | I | VICE PRESIDENT | D | Control |
| MINNEY, MICHAEL, THOMAS | I | VICE PRESIDENT | D | Control |
| MINNEY, MICHAEL, THOMAS | I | VICE PRESIDENT | D | Control |
| MINNEY, MICHAEL, THOMAS | I | VICE PRESIDENT | D | Control |
| MINNEY, MICHAEL, THOMAS | I | VICE PRESIDENT | D | Control |
| WRIGHT, KELLEY, RAY | I | PRESIDENT | D | Control |
| WRIGHT, KELLEY, RAY | I | PRESIDENT | D | Control |
| WRIGHT, KELLEY, RAY | I | PRESIDENT | D | Control |
| WRIGHT, KELLEY, RAY | I | CHIEF COMPLIANCE OFFICER | D | Control |
| WRIGHT, KELLEY, RAY | I | PRESIDENT | D | Control |
| WRIGHT, KELLEY, RAY | I | PRESIDENT | D | Control |
Registrations
Federal
IA
Jun 12, 2012 REGISTERED
Notice Filings (1)
CA
Address
2888 LOKER AVENUE EASTSUITE 116
CARLSBAD, CA 92010
United States
Phone: 866-927-5250