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Building 2QUAD CITY INVESTMENT CENTER

Map pinMOLINE, IL
Phone563-388-5436
NotebookSEC #801-60227
Total AUM
$408M
Employees
8
Clients
746

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3551 7TH STREET
MOLINE
IL 61265
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
563-388-5436
Other Offices
1

ReceiptFinancials

Total AUM
$408M
Accounts
746
Discretionary
$408M
Accounts
746
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
455
AUM
$89.1M
HNW Individual Clients
253
AUM
$284.9M
Pension/Profit Sharing Plan Clients
1
AUM
$480.2K
Charitable Organization Clients
25
AUM
$17.7M
Corporation or Business Clients
12
AUM
$15.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLIAILMOTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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