|
⚲
|
| Keyboard |
| Quad-Cities Investment Group LLC
✚
|
|
|---|---|
| CRD # | 154113 |
| SEC # | 801-71612 |
| CIK # | 0001741426 |
| AUM | 425.5 M (2026-04-16) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 563-484-5000 |
| Address | 5177 Utica Ridge Road Davenport, IA 52807 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001741426 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 16.2 | ||
| Amazon Com Inc | 6.5 | ||
| Nvidia Corp | 5.2 | ||
| Wells Fargo & Co/MN | 4.2 | ||
| Microsoft Corp | 3.7 | ||
| Deere & Co | 3.5 | ||
| Caterpillar Inc | 3.3 | ||
| Wal Mart Stores Inc | 2.9 | ||
| Cohen & Steers Quality Income Realty Fund Inc | 2.5 | ||
| Alphabet Inc | 2.5 | ||
| Broadcom Inc | 2.5 | ||
| Tesla Motors Inc | 2.4 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 456 | 81.1 |
| (b) Individuals (high net worth individuals) | 137 | 274.9 |
| (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 | 8 | 25.2 |
| (h) Charitable organizations | 6 | 10.3 |
| (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 | 3 | 34.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,546 | 425.5 |
| By Discretionary | ||
| Discretionary | 1,520 | 406.9 |
| Non-Discretionary | 26 | 18.6 |
| Total | 1,546 | 425.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 425.1 | |
| Total | 1,546 | 425.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001741426] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 6 (1 non-US) |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
HFG Advisors Inc
✚
|
OH | 426.7 M |
|
Beacon Bridge Wealth Partners LLC
✚
|
PA | 426.6 M |
|
Buttonwood Wealth LLC
✚
|
VA | 425.3 M |
|
Trinity Wealth Management LLC
✚
|
PA | 425.2 M |
|
Lifemark Securities Corp
✚
|
NY | 424.9 M |
|
Macdougall Financial Counseling
✚
|
PA | 424.8 M |
|
Syrios Wealth Management Group Inc
✚
|
CA | 424.6 M |
|
Mascagni Wealth Management Inc
✚
|
MS | 424.5 M |
|
Hayek Kallen Investment Management LLC
✚
|
AL | 424.4 M |
|
Blackdiamond Wealth Management LLC
✚
|
NY | 424.0 M |