Overview
Assets Under Management: $172 million
Headquarters: WAYZATA, MN
High-Net-Worth Clients: 39
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.36
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 179
Discretionary Accounts: 179
Regulatory Filings
CRD Number: 143279
Last Filing Date: 2024-02-07 00:00:00
Website: https://qamgmt.com