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QUOTIENT WEALTH PARTNERS, LLC
Tel: (972) 807-0003
5430 Lbj Freeway Suite 1150 And 1490
Dallas, Texas 75240
QUOTIENT WEALTH PARTNERS, LLC
QUOTIENT WEALTH PARTNERS, LLC is a Dallas, Texas based financial advisory firm with nearly $3,116,745,366 in assets under management and provides investment advisory services for 6209 clients. There are currently 39 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
326819
SEC#:
801-128380
No. of Clients:
6209
Assets under Management
$3,116,745,366
No. of Advisors:
39
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