Overview
Assets Under Management: $245 million
Headquarters: MOLINE, IL
High-Net-Worth Clients: 221
Average Client Assets: $906,546
Frequently Asked Questions
QUAD CITY INVESTMENT 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 #112187), QUAD CITY INVESTMENT ADVISORS, LLC is subject to fiduciary duty under federal law.
QUAD CITY INVESTMENT ADVISORS, LLC is headquartered in MOLINE, IL.
QUAD CITY INVESTMENT ADVISORS, LLC serves 221 high-net-worth clients according to their SEC filing dated February 15, 2024. View client details ↓
According to their SEC Form ADV, QUAD CITY INVESTMENT ADVISORS, LLC offers portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
QUAD CITY INVESTMENT ADVISORS, LLC manages $245 million in client assets according to their SEC filing dated February 15, 2024.
According to their SEC Form ADV, QUAD CITY INVESTMENT ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
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