Investment adviser · CRD 168729

QUESTIS PORTFOLIO PARTNERS, LLC

Investment adviser filing (IA)

CHARLESTON, SC, United States · Form ADV filed Apr 1, 2014

Regulatory AUM
$11.5M
Form ADV · Item 5.F
Client accounts
165
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
4
Investment advisory functions

Private funds & service providers

0 Private funds

The 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: Apr 1, 2014. View historical filings

Reported services

Individual portfolio management · Business portfolio management

Compensation

Percentage of assets

Principal office

112 BULL STREET, UNIT A
CHARLESTON, SC, 29401, United States

CRD 168729

Filing source

Form ADV 814095 · Apr 1, 2014 · 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.