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Building 2QUADCAP WEALTH MANAGEMENT, LLC

Map pinFRISCO, TX
Phone972-818-2400
NotebookSEC #801-79483
Total AUM
$1.3B
Employees
23
Clients
584

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2600 NETWORK BLVD
SUITE 300
FRISCO
TX 75034
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
972-818-2400

ReceiptFinancials

Total AUM
$1.3B
Accounts
1,974
Discretionary
$1.3B
Accounts
1,973
Non-Discretionary
$4.2M
Accounts
1

ContactClients

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Individual Clients
288
AUM
$59.6M
HNW Individual Clients
294
AUM
$1.3B
Pension/Profit Sharing Plan Clients
1
AUM
$2.3M
Charitable Organization Clients
1
AUM
$9.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
TAX PREPARATION, TRUSTEE SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARAZCACOFLGAILLAMAMIMSNCNENYPASCTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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