7790 Main Street
Frisco, Texas 75033-4562
Tel: 972-818-2400
QUADCAP WEALTH MANAGEMENT, LLC, formally registered with the SEC as QUADCAP WEALTH MANAGEMENT, LLC. The firm was established in 04/17/2014. They have over 1 offices throughout the country.
QUADCAP WEALTH MANAGEMENT, LLC is a Frisco, Texas based Financial Planning firm with nearly $638,622,955 assets under management, offering retirement planning & investment advisory services to 1485 clients. The firm is staffed with 12 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 151490 |
SEC# | 801-79483 |
Assets Managed by Firm | $638,622,955 |
No. of Clients | 1485 |
No. of Advisors | 12 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1485 | $638,622,955 |
Individuals (other than high net worth individuals) | 110 | $26,823,747 |
High net worth individuals | 167 | $606,628,956 |
Charitable organizations | Fewer than 5 clients | $5,170,252 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$652,741,971,627 | 818 | 1096 | |
$192,398,103,714 | 269289 | 3349 | |
$140,836,403,633 | 3419 | 510 | |
$134,002,200,000 | 147 | 906 | |
$104,977,500,000 | 95 | 353 |
Explore More Retirement Advisors in Frisco, Texas