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Home > Retirement Planners > texas > the woodlands > QUATTRO FINANCIAL ADVISORS
QUATTRO FINANCIAL ADVISORS
1725 Hughes Landing Blvd
Suite 845
The Woodlands, Texas 77380
Tel: 281 323 4007
About QUATTRO FINANCIAL ADVISORS
QUATTRO FINANCIAL ADVISORS, formally registered with the SEC as QUATTRO FINANCIAL ADVISORS. The firm was established in 08/22/2016. They have over 2 offices throughout the country.
QUATTRO FINANCIAL ADVISORS is a The Woodlands, Texas based Financial Planning firm with nearly $1,304,332,863 assets under management, offering retirement planning & investment advisory services to 265 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 284852 |
| SEC# | 801-108263 |
| Assets Managed by Firm | $1,304,332,863 |
| No. of Clients | 265 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 265 | $1,304,332,863 |
| High net worth individuals | 23 | $63,314,936 |
| Corporations or other businesses | 42 | $542,404,879 |
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