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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| QP Consulting LLC
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|---|---|
| CRD # | 129601 |
| SEC # | 801-78910 |
| CIK # | |
| AUM | $497.9 M (2025-01-21) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 301-326-1521 |
| Address | 6930 Carroll Avenue Takoma Park, MD 20912 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 13 | 8.2 |
| (b) Individuals (high net worth individuals) | 26 | 67.3 |
| (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 | 33 | 400.9 |
| (h) Charitable organizations | 0 | 0.9 |
| (i) State or municipal government entities | 0 | 20.7 |
| (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 | 497.9 |
| By Discretionary | ||
| Discretionary | 41 | 76.3 |
| Non-Discretionary | 33 | 421.6 |
| Total | 74 | 497.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 497.9 | |
| Total | 74 | 497.9 |
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|---|---|---|
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IL | 0.5 |
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Disciplined Investments LLC
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OK | 0.5 |
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Andrews Lucia Wealth Management LLC
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CA | 0.5 |
|
Clifford Capital Partners LLC
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UT | 0.5 |
|
Keidan Financial Consultants LLC
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OH | 0.5 |
|
Hinds Financial Group Inc
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|
CO | 0.5 |
|
EPG Wealth Management LLC
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GA | 0.5 |