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QUID CAPITAL GROUP HOLDINGS, LLC

100 Wilshire Blvd
18th Floor, Suite 1830
Santa Monica, California 90401
Tel: 424-238-2927

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About QUID CAPITAL GROUP HOLDINGS, LLC

QUID CAPITAL GROUP HOLDINGS, LLC, formally registered with the SEC as QUID CAPITAL GROUP HOLDINGS, LLC. The firm was established in 07/30/2020. They have over 1 offices throughout the country.

QUID CAPITAL GROUP HOLDINGS, LLC is a Santa Monica, California based Financial Planning firm with nearly $1,968,126,839 assets under management, offering retirement planning & investment advisory services to 45 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#297179
SEC#801-119203
Assets Managed by Firm$1,968,126,839
No. of Clients45
No. of Advisors17

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total45$1,968,126,839

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