MEDIQUS ASSET ADVISORS INC
B52
CRD 107694·SEC 801-50225·CHICAGO, IL
AUM
$1.46B
$1B+
Est. Revenue
$14.6M
@ 1% on AUM
Est. EBITDA
$4.4M
@ 30% margin
Est. Deal Value
$34.9M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $871.8M
'21 · $935.7M
'22 · $1.16B
'23 · $1.31B
'25 · $1.30B
'26 · $1.46B
'20'26
$871.8M → $1.46B▲ +67%
Client mix
| Individuals Other | 409 |
| Individuals High Net Worth | 302 |
| Charitable Organizations | 67 |
| Corporations | 38 |
| Pension Profit Sharing Plans | 15 |
Operations
Advisory staff (5-yr trend)
'20 · 7 advisors
'21 · 7 advisors
'22 · 7 advisors
'23 · 7 advisors
'25 · 6 advisors
'26 · 6 advisors
'20'26
7 advisors → 6 advisors▼ -14%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesEducational Seminars Workshops
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (14)
Everything else we've pulled for this record, not yet curated into a section.