AQI

Owner

Goods & Services

Financial wealth management services; Financial planning; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial portfolio analysis services; Financial portfolio management; Management of securities portfolios; Financial planning for retirement; Financial retirement plan consulting services; Financial risk management; Providing financial information via a web site; Estate planning; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Investment management

Fiduciary compliance consulting, namely, consulting in the field of federal securities regulations governing investment advisory activities; Regulatory compliance consulting in the field of retirement plan administration; Regulatory compliance consulting in the field of finance

Business administration services; Data processing services; Business consultancy relating to regulatory compliance; Business management services, namely, managing office functions in the nature of account onboarding, account administration, paperwork processing, and workflow management for investment advisory firms for others

Computer systems integration services; Outsource service provider in the field of information technology consulting relating to installation, maintenance and repair of computer software; Consulting services in the field of software as a service (SAAS); Computer services, namely, integration of computer software into multiple systems and networks; Providing temporary use of online, non-downloadable enterprise software for portfolio reporting, analytics, centralized data management, and workflow management in the field of investment advisory services