Overview
Assets Under Management: $964 million
Headquarters: GREENWICH, CT
High-Net-Worth Clients: 10
Average Client Assets: $86 million
Frequently Asked Questions
QP GLOBAL FAMILY OFFICES, 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 #294879), QP GLOBAL FAMILY OFFICES, LLC is subject to fiduciary duty under federal law.
QP GLOBAL FAMILY OFFICES, LLC is headquartered in GREENWICH, CT.
QP GLOBAL FAMILY OFFICES, LLC serves 10 high-net-worth clients according to their SEC filing dated January 08, 2025. View client details ↓
According to their SEC Form ADV, QP GLOBAL FAMILY OFFICES, LLC offers financial planning and portfolio management for individuals. View all service details ↓
QP GLOBAL FAMILY OFFICES, LLC manages $964 million in client assets according to their SEC filing dated January 08, 2025.
According to their SEC Form ADV, QP GLOBAL FAMILY OFFICES, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 10
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.90
Average High-Net-Worth Client Assets: $86 million
Total Client Accounts: 243
Discretionary Accounts: 1
Non-Discretionary Accounts: 242
Regulatory Filings
CRD Number: 294879
Last Filing Date: 2025-01-08 00:00:00
Website: https://qp-global.com