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QUADCAP WEALTH MANAGEMENT, LLC
2600 Network Blvd
Suite 300
Frisco, Texas 75034
Tel: 972-818-2400
About QUADCAP WEALTH MANAGEMENT, LLC
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 $769,712,875 assets under management, offering retirement planning & investment advisory services to 1485 clients. The firm is staffed with 16 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 151490 |
| SEC# | 801-79483 |
| Assets Managed by Firm | $769,712,875 |
| No. of Clients | 1485 |
| No. of Advisors | 16 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1485 | $769,712,875 |
| Individuals (other than high net worth individuals) | 136 | $25,768,013 |
| High net worth individuals | 223 | $738,025,935 |
| Charitable organizations | Fewer than 5 clients | $5,918,927 |
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