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QVR ADVISORS

315 Montgomery
Suite 1030
San Francisco, California 94104
Tel: 415-293-8071

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About QVR ADVISORS

QVR ADVISORS, formally registered with the SEC as QVR ADVISORS. The firm was established in 08/15/2017. They have over 1 offices throughout the country.

QVR ADVISORS is a San Francisco, California based Financial Planning firm with nearly $544,356,349 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#288357
SEC#801-110989
Assets Managed by Firm$544,356,349
No. of Clients6
No. of Advisors11

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total6$544,356,349

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