QUADRANT PRIVATE WEALTH MANAGEMENT, LLC

CENTER VALLEY, PA

610-849-2743

SEC #801-106484

Total AUM

$2.1B

Employees

Clients

883

Firm overview

Client Breakdown by AUM

AUM previous 5 years

Smooth Smooth / Detailed

Business

Principal Address

3850 SIERRA CIRCLE
STE 300
CENTER VALLEY
PA 18034
United States

Operating Hours

8:30 AM - 4:30 PM
Monday - Friday

Phone

610-849-2743

Financials

Total AUM

$2.1B

Accounts

3,076

Discretionary

$2.1B

Accounts

3,069

Non-Discretionary

$1.8M

Accounts

Clients

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Individual Clients

481

AUM

$152.8M

HNW Individual Clients

394

AUM

$1.9B

Pension/Profit Sharing Plan Clients

AUM

$12.9M

Services

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Services Offered

Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services

Other Services

CREDIT AND CASH MANAGEMENT SOLUTIONS AND INSURANCE SOLUTIONS

Compensation Types

Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM

Other Compensation

REVENUE SHARING WITH OUR AFFILIATE, FOCUS RISK SOLUTIONS.

Compliance

Disclosures

None reported

State Registrations

CACOCTFLGAILLAMAMDNCNHNJNMNYOHPASCTXVAWI

Affiliates

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Affiliates

Reported 5 business affiliates.

Claimed Affiliates

Reported as an affiliate by 1 other business.