QUADRANT PRIVATE WEALTH MANAGEMENT, LLC

3850 Sierra Circle
Ste 300
Center Valley, Pennsylvania 18034
Tel: 610-849-2743

About QUADRANT PRIVATE WEALTH MANAGEMENT, LLC

QUADRANT PRIVATE WEALTH MANAGEMENT, LLC, formally registered with the SEC as QUADRANT PRIVATE WEALTH MANAGEMENT, LLC. The firm was established in 07/01/2015. They have over 1 offices throughout the country.

QUADRANT PRIVATE WEALTH MANAGEMENT, LLC is a Center Valley, Pennsylvania based Financial Planning firm with nearly $1,625,145,373 assets under management, offering retirement planning & investment advisory services to 2628 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	277044
SEC#	801-106484
Assets Managed by Firm	$1,625,145,373
No. of Clients	2628
No. of Advisors	16

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (REVENUE SHARING WITH OUR AFFILIATE, FOCUS RISK SOLUTIONS.)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (CREDIT AND CASH MANAGEMENT SOLUTIONS AND INSURANCE SOLUTIONS)

Firm Client Information

	No. of Clients	AUM
Firm Total	2628	$1,625,145,373
Individuals (other than high net worth individuals)	470	$149,176,275
High net worth individuals	316	$1,455,012,579
Pension and profit sharing plans	64	$20,956,519

More Retirement Planning firms in Center Valley, Pennsylvania:

Firm Name	Assets Under Management	Total Clients	Total Advisors
VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411

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