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| QP Consulting LLC
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| |
|---|---|
| CRD # | 129601 |
| SEC # | 801-78910 |
| CIK # | |
| AUM | $419.1 MM (2024-01-16) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 301-326-1521 |
| Address | 6930 Carroll Avenue Takoma Park, MD 20912 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 16 | 8.6 |
| (b) Individuals (high net worth individuals) | 25 | 53.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 31 | 337.6 |
| (h) Charitable organizations | 0 | 0.8 |
| (i) State or municipal government entities | 0 | 18.6 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 74 | 419.1 |
| By Discretionary | ||
| Discretionary | 43 | 66.4 |
| Non-Discretionary | 31 | 352.7 |
| Total | 74 | 419.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 419.1 | |
| Total | 74 | 419.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
The Legacy Financial Group Inc
✚
|
OK | 0.4 |
|
McElhenny Sheffield Capital Management LLC
✚
|
TX | 0.4 |
|
FCG Investment Company
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|
TN | 0.4 |
|
TowerPoint Wealth LLC
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|
CA | 0.4 |
|
Allegiance Financial Group Advisory Services LLC
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|
VA | 0.4 |
|
Curtis Advisory Group LLC
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|
CA | 0.4 |
|
Cresta Advisors Ltd
✚
|
TX | 0.4 |
|
James R Martin Consulting Inc DBA JRM Capital Management
✚
|
WA | 0.4 |
|
Grey Rock Asset Management LLC
✚
|
TX | 0.4 |
|
Chapin Davis Inc
✚
|
MD | 0.4 |