Aqn Advisors Inc (Reno)

Name: Aqn Advisors Inc
Address: 4757 Caughlin Parkway, Suite B, Reno, NV, 89519
Telephone: (775)746-6255

Aqn Advisors Inc is a large advisory firm based in Reno. It manages $304.53 million of regulatory assets for 293 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California and Nevada.

Aqn Advisors provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Aqn Advisors: assets under management

The assets under management (AUM) of Aqn Advisors Inc is $304.53 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 142% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $304.53 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.04 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Aqn Advisors Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Aqn Advisors Inc

Douglas Nelson has been acting as President since 1 Jan 1997. Trisa Marie Summers joined the executive team most recently as the Cco.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Douglas Nelson	President	1 Jan 1997	75% - 100%	2614473
Deborah Beth Wheeler	Shareholder	1 Jan 2002	Other	2496279
Deborah Wheeler Fisher	Shareholder	1 Jan 2002	Other	2496279
Trisa Marie Summers	Cco	1 Oct 2004	Other	4839071

Based in Reno

The principal office where Aqn Advisors Inc performs its advisory services is located at 4757 Caughlin Parkway, Suite B, Reno, NV 89519, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (775)746-6255 or by fax (775)746-6254. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at www.aqnadvisors.com.