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| Quad-Cities Investment Group LLC
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|---|---|
| CRD # | 154113 |
| SEC # | 801-71612 |
| CIK # | 0001741426 |
| AUM | $375.6 M (2025-05-22) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 563-484-5000 |
| Address | 5177 Utica Ridge Road Davenport, IA 52807 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 12.7 | ||
| Amazon Com Inc | 6.3 | ||
| Microsoft Corp | 5.6 | ||
| Wells Fargo & Co/MN | 4.2 | ||
| Nvidia Corp | 4.0 | ||
| Deere & Co | 2.8 | ||
| Wal Mart Stores Inc | 2.7 | ||
| Cohen & Steers Quality Income Realty Fund Inc | 2.4 | ||
| Broadcom Inc | 1.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 444 | 77.3 |
| (b) Individuals (high net worth individuals) | 117 | 229.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 25.1 |
| (h) Charitable organizations | 6 | 9.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 35.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,473 | 375.6 |
| By Discretionary | ||
| Discretionary | 1,442 | 359.6 |
| Non-Discretionary | 31 | 16.0 |
| Total | 1,473 | 375.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 375.2 | |
| Total | 1,473 | 375.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001741426] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
J Stern & Co LLC
✚
|
NY | 0.4 |
|
Alpha Financial Partners LLC
✚
|
KY | 0.4 |
|
Symphony Financial Services Inc
✚
|
OH | 0.4 |
|
Serenity Investment Advisors LLC
✚
|
IL | 0.4 |
|
Mark J Snyder Financial Services Inc
✚
|
NY | 0.4 |
|
Quantum Private Wealth LLC
✚
|
FL | 0.4 |
|
Genesee Capital Advisors LLC
✚
|
NY | 0.4 |
|
Flagstone Financial Management LLC
✚
|
NE | 0.4 |
|
Graham Bordelon Golson & Gilbert Inc
✚
|
LA | 0.4 |
|
MB Levis & Associates LLC
✚
|
PA | 0.4 |