Overview
Assets Under Management: $140 million
High-Net-Worth Clients: 63
Average Client Assets: $1.3 million
Frequently Asked Questions
QM ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #297438), QM ADVISORS LLC is subject to fiduciary duty under federal law.
QM ADVISORS LLC serves 63 high-net-worth clients according to their SEC filing dated March 25, 2026. View client details ↓
According to their SEC Form ADV, QM ADVISORS LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and pension consulting services. View all service details ↓
QM ADVISORS LLC manages $140 million in client assets according to their SEC filing dated March 25, 2026.
According to their SEC Form ADV, QM ADVISORS LLC serves high-net-worth individuals, pooled investment vehicles, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Pension Consulting
Clients
Number of High-Net-Worth Clients: 63
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.45%
Average Client Assets: $1.3 million
Total Client Accounts: 161
Discretionary Accounts: 157
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 297438
Filing ID: 2073510
Last Filing Date: 2026-03-25 10:55:45