Fee-OnlyFinder

Integrated Quantitative Investments LLC

% of assets managed in Bellevue, WA

SEC registeredNo commissions reported

Call (617) 686-2008Send a messageMap ↗

Public-record details

Address
13555 Se 36th Ave Se Suite 100, Bellevue, WA 98006
Phone
(617) 686-2008
Listed under
% of assets managed
CRD number
310106
Registration
SEC registered since 2023-08-24
Compensation (Form ADV 5.E)
Percentage of assets under management
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Portfolio management for individuals/small businesses
Regulatory assets under management
$844.8 million
Accounts managed
19
Clients reported (Form ADV 5.D)
16
Individual / high-net-worth clients
0 / 2
Employees
6
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-02-10

SEC registered investment adviser, CRD 310106, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Bellevue

Aletheian Wealth Advisors LLC777 108th Ave Ne, Suite 2250 · Bellevue, WA 98004 · (425) 458-2840 · Financial planningCRD 304623 · % of assets, Fixed fees · $412.5 million AUMSEC registeredNo commissions reportedAsset One Wealth Management, LLC11201 Se 8th Street, Suite 105 · Bellevue, WA 98004 · (425) 504-8200 · Financial planningCRD 336350 · % of assets · $982.5 million AUMSEC registeredNo commissions reportedAsymmetric Advantage Capital Management, LLC40 Lake Bellevue, Suite 100 · Bellevue, WA 98005 · (425) 829-5395 · Financial planningCRD 157549 · % of assets, Hourly charges, Fixed fees · $51.4 million AUMState registeredNo commissions reportedAuxano Advisors10900 Ne 4th Street, Suite 1950 · Bellevue, WA 98004 · (425) 889-1261 · Financial planningCRD 145179 · % of assets · $1.8 billion AUMSEC registeredNo commissions reportedAvier Wealth Advisors10655 Ne 4th Street, Suite 500 · Bellevue, WA 98004 · (425) 467-1011 · Financial planningCRD 161077 · % of assets · $1.2 billion AUMSEC registeredNo commissions reportedAviso Wealth Management11900 Ne 1st St, Suite 300 · Bellevue, WA 98005 · (877) 633-1210 · Financial planningCRD 108146 · % of assets, Hourly charges, Fixed fees · $621.3 million AUMSEC registeredNo commissions reportedB3 Wealth Strategies11245 Se 6th Street, Building B, Suite 120 · Bellevue, WA 98004 · (425) 974-1145 · % of assets managedCRD 300689 · % of assets · $35.8 million AUMSEC registeredNo commissions reportedBasecamp Wealth Advisors, LLC10900 Ne 8th Street, #1620 · Bellevue, WA 98004 · (425) 553-0031 · Financial planningCRD 334018 · % of assets, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reported

All 52 in Bellevue →