Overview
Assets Under Management: $468 million
Headquarters: PITTSBURGH, PA
High-Net-Worth Clients: 194
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 194
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.42
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,717
Discretionary Accounts: 1,693
Non-Discretionary Accounts: 24
Regulatory Filings
CRD Number: 146438
Last Filing Date: 2024-03-28 00:00:00
Website: https://quattro-advisors.com