Overview
Assets Under Management: $516 million
Headquarters: PITTSBURGH, PA
High-Net-Worth Clients: 194
Average Client Assets: $1.7 million
Frequently Asked Questions
QUATTRO ADVISORS L.L.C. 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 #146438), QUATTRO ADVISORS L.L.C. is subject to fiduciary duty under federal law.
QUATTRO ADVISORS L.L.C. is headquartered in PITTSBURGH, PA.
QUATTRO ADVISORS L.L.C. serves 194 high-net-worth clients according to their SEC filing dated February 03, 2026. View client details ↓
According to their SEC Form ADV, QUATTRO ADVISORS L.L.C. offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
QUATTRO ADVISORS L.L.C. manages $516 million in client assets according to their SEC filing dated February 03, 2026.
According to their SEC Form ADV, QUATTRO ADVISORS L.L.C. serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
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 Client Assets: $1.7 million
Total Client Accounts: 1,403
Discretionary Accounts: 1,376
Non-Discretionary Accounts: 27
Regulatory Filings
CRD Number: 146438
Filing ID: 2043465
Last Filing Date: 2026-02-03 11:21:59