Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > iowa > davenport > QUAD-CITIES INVESTMENT GROUP, LLC
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 |
More Retirement Planning firms in Davenport, Iowa:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $377,222,976,882 | 6824 | 1955 | |
| $93,913,367,327 | 643 | 645 | |
| $88,549,358,554 | 213 | 258 | |
| $87,368,733,496 | 448526 | 3312 | |
| $16,157,423,229 | 212836 | 383 |
Explore More Retirement Advisors in Davenport, Iowa