Overview
Assets Under Management: $245 million
Headquarters: MOLINE, IL
High-Net-Worth Clients: 221
Average Client Assets: $906,546
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 221
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.92
Average High-Net-Worth Client Assets: $906,546
Total Client Accounts: 738
Discretionary Accounts: 738
Regulatory Filings
CRD Number: 112187
Last Filing Date: 2024-02-15 00:00:00
Website: https://qcbt.com