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QP GLOBAL FAMILY OFFICES, LLC
115 East Putnam Avenue
3rd Floor
Greenwich, Connecticut 06830
Tel: 646-828-8883
About QP GLOBAL FAMILY OFFICES, LLC
QP GLOBAL FAMILY OFFICES, LLC, formally registered with the SEC as QP GLOBAL FAMILY OFFICES, LLC. The firm was established in 04/23/2018. They have over 3 offices throughout the country.
QP GLOBAL FAMILY OFFICES, LLC is a Greenwich, Connecticut based Financial Planning firm with nearly $964,000,000 assets under management, offering retirement planning & investment advisory services to 243 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 294879 |
| SEC# | 801-112913 |
| Assets Managed by Firm | $964,000,000 |
| No. of Clients | 243 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 243 | $964,000,000 |
| High net worth individuals | 10 | $857,000,000 |
| Charitable organizations | 5 | $107,000,000 |
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