Overview
Assets Under Management: $560 million
Headquarters: TAKOMA PARK, MD
High-Net-Worth Clients: 28
Average Client Assets: $3.0 million
Frequently Asked Questions
QP CONSULTING 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 #129601), QP CONSULTING is subject to fiduciary duty under federal law.
QP CONSULTING is headquartered in TAKOMA PARK, MD.
QP CONSULTING serves 28 high-net-worth clients according to their SEC filing dated January 20, 2026. View client details ↓
According to their SEC Form ADV, QP CONSULTING offers portfolio management for individuals and pension consulting services. View all service details ↓
QP CONSULTING manages $560 million in client assets according to their SEC filing dated January 20, 2026.
According to their SEC Form ADV, QP CONSULTING serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 28
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 14.97%
Average Client Assets: $3.0 million
Total Client Accounts: 76
Discretionary Accounts: 42
Non-Discretionary Accounts: 34
Regulatory Filings
CRD Number: 129601
Filing ID: 2042776
Last Filing Date: 2026-01-20 11:45:26