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Home > Retirement Planners > pennsylvania > pittsburgh > QUATTRO ADVISORS L.L.C.
QUATTRO ADVISORS L.L.C.
3495 Butler Street
Suite 100
Pittsburgh, Pennsylvania 15201
Tel: (412) 586-5406
About QUATTRO ADVISORS L.L.C.
QUATTRO ADVISORS LLC, formally registered with the SEC as QUATTRO ADVISORS LLC. The firm was established in 11/21/2014. They have over 1 offices throughout the country.
QUATTRO ADVISORS L.L.C. is a Pittsburgh, Pennsylvania based Financial Planning firm with nearly $468,362,643 assets under management, offering retirement planning & investment advisory services to 1717 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 146438 |
| SEC# | 801-80531 |
| Assets Managed by Firm | $468,362,643 |
| No. of Clients | 1717 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1717 | $468,362,643 |
| Individuals (other than high net worth individuals) | 93 | $19,657,223 |
| High net worth individuals | 185 | $357,092,642 |
| Pension and profit sharing plans | 8 | $7,115,654 |
| Charitable organizations | 1 | $199,000 |
| Corporations or other businesses | 10 | $73,598,124 |
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