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Home > Retirement Planners > illinois > moline > QUAD CITY INVESTMENT CENTER
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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