|
⚲
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| Quad City Investment Advisors LLC
✚
|
|
|---|---|
| CRD # | 112187 |
| SEC # | 801-60227 |
| CIK # | |
| AUM | $263.2 MM (2023-03-14) |
| Employees | 7 (71% Investors, 71% Brokers) |
| Phone | 309-743-7706 |
| Address | 3551 7th Street Moline, IL 61265 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 268 | 51.2 |
| (b) Individuals (high net worth individuals) | 167 | 124.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 25 | 65.1 |
| (h) Charitable organizations | 17 | 13.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 9.5 |
| (n) Other | 0 | 0.0 |
| Total | 483 | 263.2 |
| By Discretionary | ||
| Discretionary | 458 | 198.1 |
| Non-Discretionary | 25 | 65.1 |
| Total | 483 | 263.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 263.2 | |
| Total | 483 | 263.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Mullaney Keating & Wright Inc
✚
|
CT | 0.3 |
|
Vezzetti Capital Management LLC
✚
|
IL | 0.3 |
|
Precision Wealth Strategies LLC
✚
|
MO | 0.3 |
|
Familywealth Advisers LLC
✚
|
FL | 0.3 |
|
The Eideard Group LLC
✚
|
NH | 0.3 |
|
Solano Wealth Management Inc
✚
|
CA | 0.3 |
|
Milestone Advisory Partners LLC
✚
|
NC | 0.3 |
|
Personal Financial Profiles Inc
✚
|
FL | 0.3 |
|
Yukon Wealth Management Inc
✚
|
KS | 0.3 |
|
Lowery Thomas LLC
✚
|
CA | 0.3 |