Quattro Financial Advisors LLC

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Assets, Funds, Holdings

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CAFR Data
Quattro Financial Advisors LLC
CRD #284852
SEC #801-108263
CIK #1705929
AUM $585.7 MM (100% Disc, 100% US)
Employees2 (100% Investors, 0% Brokers)
Phone281-655-3304
Address1790 Hughes Landing Blvd
The Woodlands, TX 77380
Source [IAPD] [EDGAR]
Total AUM ($MM)
78562847131415702011201420172020
Sector Holding Cap ($MM) Value ($MM)
VCSH38,017.8
FLOT24,624.4
VGSH23,792.3
IEMG15,494.4
IEF14,674.1
EWJ14,402.1
XLK13,083.8
XLF12,785.8
HEZU12,297.0
AAXJ9,935.2
View All
Holdings by Sector ($)
2902321741165802016201720182020
Type Private Fund Form D Sold ($MM) AUM ($MM)
Other VRX I Investment Fund SPC 308.6
View All
Comparable Firms State AUM ($BB)
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FL 0.6
Westend Advisors LLC
NC 0.6
Violich Capital Management
CA 0.6
Baker Ellis Asset Management LLC
OR 0.6
Hutchinson Capital Management
CA 0.6
Steigerwald Gordon & Koch Inc
VA 0.6
New England Investment Consultants Ltd
RI 0.6
MEG Green & Associates Inc
FL 0.6
Chicago Asset Management Company
IL 0.6
Longvue Advisors LLC
MA 0.6
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