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Building 2QP CONSULTING

Map pinTAKOMA PARK, MD
Phone301-326-1521
NotebookSEC #801-78910
Total AUM
$559.6M
Employees
2
Clients
76

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6930 CARROLL AVENUE
STE. 407
TAKOMA PARK
MD 20912
United States
Operating Hours
8:00 A.M. - 5:30 P.M.
Monday - Friday
Phone
301-326-1521

ReceiptFinancials

Total AUM
$559.6M
Accounts
76
Discretionary
$92.7M
Accounts
42
Non-Discretionary
$466.9M
Accounts
34

ContactClients

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Individual Clients
13
AUM
$8M
HNW Individual Clients
28
AUM
$83.8M
Pension/Profit Sharing Plan Clients
33
AUM
$444.2M
Charitable Organization Clients
1
AUM
$973.3K
Government Entity Clients
1
AUM
$22.6M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF THE OVERALL ASSETS OF THE QUALIFIED PLAN

Shield checkCompliance

Disclosures

None reported

State Registrations
DCINMDTXVA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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