Investment adviser · CRD 281497

QUORUM INVESTMENT COUNSEL, LLC

Investment adviser filing (IA)

BOCA RATON, FL, United States · Form ADV filed Apr 17, 2017

Regulatory AUM
$132M
Form ADV · Item 5.F
Client accounts
73
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
1
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 17, 2017. View historical filings

Reported services

Individual portfolio management · Business portfolio management

Compensation

Percentage of assets

Principal office

2255 GLADES ROAD, SUITE #324A
BOCA RATON, FL, 33431, United States

CRD 281497

Filing source

Form ADV 1107709 · Apr 17, 2017 · 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.