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Building 2QUORUS INC.

Map pinWESTPORT, CT
Phone(929) 560-2588
NotebookSEC #801-136190
Total AUM
$148.2M
Employees
7
Clients
176

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 POST ROAD EAST
2ND FL, SUITE 303
WESTPORT
CT 06880
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(929) 560-2588
Other Offices
2

ReceiptFinancials

Total AUM
$148.2M
Accounts
240
Discretionary
$148.2M
Accounts
240
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
44
AUM
$5.1M
HNW Individual Clients
130
AUM
$138.6M
Banking Clients
1
AUM
$3.9M
Charitable Organization Clients
1
AUM
$683.3K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
SUB-ADVISOR TO REGISTERED INVESTMENT ADVISORS
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTFLMDNYPATX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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