|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Quad City Investment Advisors LLC
✚
|
|
|---|---|
| CRD # | 112187 |
| SEC # | 801-60227 |
| CIK # | |
| AUM | $308.6 M (2025-03-14) |
| Employees | 7 (86% Investors, 86% Brokers) |
| Phone | 309-743-7793 |
| Address | 3551 7th Street Moline, IL 61265 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 364 | 74.2 |
| (b) Individuals (high net worth individuals) | 221 | 200.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.4 |
| (h) Charitable organizations | 19 | 14.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 19.3 |
| (n) Other | 0 | 0.0 |
| Total | 911 | 308.6 |
| By Discretionary | ||
| Discretionary | 911 | 308.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 911 | 308.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 308.6 | |
| Total | 911 | 308.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Arcadia Wealth Management Inc
✚
|
NY | 0.3 |
|
Royal Oak Financial Advisors LLC
✚
|
MI | 0.3 |
|
Laraway Financial Advisors Inc
✚
|
MN | 0.3 |
|
Tagstone Capital Inc
✚
|
NC | 0.3 |
|
Split Rock Private Trading and Wealth Management LLC
✚
|
MN | 0.3 |
|
Highland Investment Advisors LLC
✚
|
FL | 0.3 |
|
Conservative Wealth Management LLC
✚
|
0.3 | |
|
The Darrow Company Inc
✚
|
MA | 0.3 |
|
PW Nova Financial Services LLC
✚
|
PA | 0.3 |
|
Elliott Cove Capital Management LLC
✚
|
WA | 0.3 |