QP CONSULTING

6930 Carroll Avenue
Ste. 407
Takoma Park, Maryland 20912
Tel: 301-326-1521

About QP CONSULTING

QP CONSULTING, formally registered with the SEC as QP CONSULTING. The firm was established in 12/18/2013. They have over 1 offices throughout the country.

QP CONSULTING is a Takoma Park, Maryland based Financial Planning firm with nearly $497,912,054 assets under management, offering retirement planning & investment advisory services to 74 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	129601
SEC#	801-78910
Assets Managed by Firm	$497,912,054
No. of Clients	74
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (PERCENTAGE OF THE OVERALL ASSETS OF THE QUALIFIED PLAN)

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	74	$497,912,054
Individuals (other than high net worth individuals)	13	$8,194,675
High net worth individuals	26	$67,254,322
Pension and profit sharing plans	33	$400,923,742
Charitable organizations	Fewer than 5 clients	$879,505

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T. ROWE PRICE ASSOCIATES, INC. 100 East Pratt Street Baltimore, MD, 21202	$1,752,267,028,988	4696	3814
T.ROWE PRICE INVESTMENT MANAGEMENT, INC. 100 East Pratt Street Baltimore, MD, 21202	$193,065,874,997	68	114
BROWN ADVISORY 901 South Bond Street, Suite 400 Baltimore, MD, 21231-3340	$108,331,371,643	23317	657
PROSHARE ADVISORS LLC 7272 Wisconsin Avenue, 21st Floor Bethesda, MD, 20814	$65,095,381,946	126	101
PNC CAPITAL ADVISORS LLC One East Pratt Street, Fifth Floor - East Baltimore, MD, 21202	$37,701,864,167	516	254

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