Overview
Assets Under Management: $879 million
Headquarters: NORTHFIELD, NJ
High-Net-Worth Clients: 61
Average Client Assets: $4 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 61
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 22.81
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 210
Discretionary Accounts: 210
Regulatory Filings
CRD Number: 111083
Last Filing Date: 2024-03-27 00:00:00
Website: https://quantumadv.com