2600 Network Blvd
Suite 300
Frisco, Texas 75034
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 $769,712,875 assets under management, offering retirement planning & investment advisory services to 1485 clients. The firm is staffed with 16 experienced financial planners.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$749,622,475,396 | 1153 | 1166 | |
$298,729,428,900 | 360116 | 4065 | |
$151,257,095,924 | 2923 | 481 | |
$141,927,200,000 | 158 | 1036 | |
$118,041,119,970 | 827 | 319 |
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