|
⚲
|
| Quotient Wealth Partners LLC
✚
| |
|---|---|
| CRD # | 326819 |
| SEC # | 801-128380 |
| CIK # | 0002004904 |
| AUM | $3.1 BB (2024-08-20) |
| Employees | 39 (54% Investors, 0% Brokers) |
| Phone | 972-807-0003 |
| Address | 222 West Las Colinas Blvd Irving, TX 75039 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Instagram] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| XOM | 385.5 | 0.1 | |
| MSFT | 1,918.2 | 0.0 | |
| AAPL | 2,382.8 | 0.0 | |
| NVDA | 399.6 | 0.0 | |
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 853 | 0.5 |
| (b) Individuals (high net worth individuals) | 939 | 2.6 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 6,209 | 3.1 |
| By Discretionary | ||
| Discretionary | 6,113 | 3.1 |
| Non-Discretionary | 96 | 0.0 |
| Total | 6,209 | 3.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.1 | |
| Total | 6,209 | 3.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002004904] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Goelzer Investment Management Inc
✚
|
IN | 3.2 |
|
van Berkom and Associates Inc
✚
|
3.2 | |
|
Valor Advisors LLC
✚
|
FL | 3.1 |
|
FFT Wealth Management LLC
✚
|
PA | 3.1 |
|
Carret Asset Management LLC
✚
|
NY | 3.1 |
|
Jefferies Investment Advisers LLC
✚
|
NY | 3.1 |
|
Granahan Investment Management LLC
✚
|
MA | 3.1 |
|
Rubinbrown Advisors LLC
✚
|
MO | 3.1 |
|
Pegasus Partners Ltd
✚
|
WI | 3.1 |
|
W H Reaves & Co Inc
✚
|
NJ | 3.1 |