QP Consulting LLC

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Assets, Funds, Holdings

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QP Consulting LLC
CRD #129601
SEC #801-78910
CIK #
AUM $419.1 MM (2024-01-16)
Employees 2 (50% Investors, 0% Brokers)
Phone301-326-1521
Address6930 Carroll Avenue
Takoma Park, MD 20912
Source [IAPD] [Website]
Total AUM ($MM)
4503602701809002006201220182025
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
TN 0.4
TowerPoint Wealth LLC
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Allegiance Financial Group Advisory Services LLC
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Curtis Advisory Group LLC
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
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