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Home > Retirement Planners > illinois > naperville > QSV EQUITY INVESTORS LLC
QSV EQUITY INVESTORS LLC
29 S Webster St
Suite 330
Naperville, Illinois 60540
Tel: 844-322-5527
About QSV EQUITY INVESTORS LLC
QSV EQUITY INVESTORS LLC, formally registered with the SEC as QSV EQUITY INVESTORS LLC. The firm was established in 04/26/2023. They have over 1 offices throughout the country.
QSV EQUITY INVESTORS LLC is a Naperville, Illinois based Financial Planning firm with nearly $111,071,271 assets under management, offering retirement planning & investment advisory services to 43 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 283060 |
| SEC# | 801-127701 |
| Assets Managed by Firm | $111,071,271 |
| No. of Clients | 43 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 43 | $111,071,271 |
| Individuals (other than high net worth individuals) | 8 | $3,208,020 |
| High net worth individuals | 8 | $20,478,160 |
| Charitable organizations | Fewer than 5 clients | $2,788,276 |
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