Adviser Profile
| As of Date | 04/19/2025 |
| Registration status | Registration Changed to QM ADVISORS LLC |
| Contact Info | 404 xxxxxxx |
| Websites |
| AUM* | 118,124,962 27% |
| of that, discretionary | 102,740,351 26% |
| Number of Employees | 9 50% |
| of those in investment advisory functions | 9 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 742,924 4% |
| % High Net Worth | 37.11% -4% |
| SMA’s | No |
| Private Funds | 0 1 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1