QUAD-CITIES INVESTMENT GROUP, LLC

5177 Utica Ridge Road
Davenport, Iowa 52807
Tel: 563-484-5000

About QUAD-CITIES INVESTMENT GROUP, LLC

QUAD-CITIES INVESTMENT GROUP, LLC, formally registered with the SEC as QUAD-CITIES INVESTMENT GROUP, LLC. The firm was established in 06/28/2010. They have over 1 offices throughout the country.

QUAD-CITIES INVESTMENT GROUP, LLC is a Davenport, Iowa based Financial Planning firm with nearly $333,447,140 assets under management, offering retirement planning & investment advisory services to 1401 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	154113
SEC#	801-71612
Assets Managed by Firm	$333,447,140
No. of Clients	1401
No. of Advisors	8

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	1401	$333,447,140
Individuals (other than high net worth individuals)	445	$78,101,907
High net worth individuals	99	$191,423,312
Pension and profit sharing plans	8	$19,728,325
Charitable organizations	6	$7,598,210
Corporations or other businesses	9	$36,595,386

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