Overview
Assets Under Management: $187 million
Headquarters: CALABASAS, CA
High-Net-Worth Clients: 2
Average Client Assets: $64 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.37
Average High-Net-Worth Client Assets: $64 million
Total Client Accounts: 204
Discretionary Accounts: 204
Regulatory Filings
CRD Number: 117908
Filing ID: 1940511
Last Filing Date: 2025-03-10 11:12:00
Website: https://qstrategiesinc.com