QUAD CITY INVESTMENT CENTER

3551 7th Street
Moline, Illinois 61265
Tel: 309-743-7793

About QUAD CITY INVESTMENT CENTER

QUAD CITY INVESTMENT CENTER, formally registered with the SEC as QUAD CITY INVESTMENT CENTER. The firm was established in 05/22/2001. They have over 2 offices throughout the country.

QUAD CITY INVESTMENT CENTER is a Moline, Illinois based Financial Planning firm with nearly $245,219,496 assets under management, offering retirement planning & investment advisory services to 738 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	112187
SEC#	801-60227
Assets Managed by Firm	$245,219,496
No. of Clients	738
No. of Advisors	7

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	738	$245,219,496
Individuals (other than high net worth individuals)	295	$61,416,240
High net worth individuals	182	$156,004,927
Pension and profit sharing plans	2	$2,367,099
Charitable organizations	18	$13,816,072
Corporations or other businesses	8	$11,615,158

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INVESCO CAPITAL MANAGEMENT LLC 3500 Lacey Road, Suite 700 Downers Grove, IL, 60515	$545,530,164,135	401	220
ENVESTNET PMC 150 North Riverside Plaza Suite 2050 Chicago, IL, 60606	$426,071,864,566	1821809	415
BALYASNY ASSET MANAGEMENT L.P. 444 W. Lake Street, 50th Floor Chicago, IL, 60606	$248,044,764,038	37	1857
NUVEEN ASSET MANAGEMENT, LLC 333 West Wacker Drive Chicago, IL, 60606	$239,614,971,441	59703	397

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