Firm profile

MAXQ ASSET MANAGEMENT LLC

GREENWOOD VILLAGE, COCRD 336560Latest ADV March 16, 2026

Maxq Asset Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Greenwood Village, CO. Its latest Form ADV filing, dated March 16, 2026, reports $408M in regulatory assets under management, 1 employee, and 1 account.

Assets Under Management
$408M
Employees
1
Offices
--
Total Clients
<5
Primary office
GREENWOOD VILLAGE, CO
6400 S FIDDLERS GREEN CIRCLE, SUITE 300, GREENWOOD VILLAGE, CO, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOJason C. Klinghoffer
CCOJason C. Klinghoffer

Advisory services offered

2 types reported
Financial Planning Services
Portfolio management for businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentGovernment represent 100.0% of total clients.
Top client categories% of clientsClients
1
Government
100.0%
1
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$408Mas of March 16, 2026
Discretionary100.0%
$408M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$408M
Total Accounts1
10Y AUM Change+$408M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees1
Clients per Employee1:1
10Y Employee Change0 (0.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.