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Building 2QUOTIENT WEALTH PARTNERS, LLC

Map pinDALLAS, TX
Phone(469) 912-2522
NotebookSEC #801-128380
Total AUM
$4.6B
Employees
60
Clients
2,251

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5430 LBJ FREEWAY
SUITE 1150
DALLAS
TX 75240
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
(469) 912-2522
Other Offices
5

ReceiptFinancials

Total AUM
$4.6B
Accounts
7,720
Discretionary
$4.6B
Accounts
7,616
Non-Discretionary
$39.4M
Accounts
104

ContactClients

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Individual Clients
1,099
AUM
$741.7M
HNW Individual Clients
1,151
AUM
$3.9B
Corporation or Business Clients
1
AUM
$1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator False Statement/Dishonesty
State Registrations
ALARAZCACOCTFLGAIDINLAMAMEMNMOMTNCNENHNJNMNVNYOHOKORPASCTNTXUTVAWA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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