Investment adviser · CRD 169609
QUADRANT PRIVATE WEALTH, LLC
Investment adviser filing (IA)
BETHLEHEM, PA, United States · Form ADV filed Mar 26, 2015
- Regulatory AUM
- $500M Form ADV · Item 5.F
- Client accounts
- 1,363 Accounts, not individual clients
- Employees
- 9 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 26, 2015. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
1 WEST BROAD STREET, 11TH FLOORBETHLEHEM, PA, 18018, United States
CRD 169609
Filing source
Form ADV 867957 · Mar 26, 2015 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.