Claim Profile
BM

Brett Jonathan Meyer

QCM, LLC·CORTE MADERA, California
Unclaimed Profile
770 TAMALPAIS DRIVE, CORTE MADERA, CA 94925CRD# 5751547Firm CRD# 143150
01

About

Brett Jonathan Meyer is a registered financial advisor based in CORTE MADERA, California, affiliated with QCM, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
QCM, LLC
QUANTUM CAPITAL MANAGEMENT
AUM
$153M
Regulatory assets under management
Employees
6
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Performance-based fees
Regulatory
SEC/IARD CRD# 5751547
Firm CRD# 143150
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CORTE MADERA?

Browse all registered financial advisors in CORTE MADERA, California or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Brett Jonathan Meyer offer?
Brett Jonathan Meyer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CORTE MADERA, California for a consultation.
What are Brett Jonathan Meyer's credentials?
Brett Jonathan Meyer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brett Jonathan Meyer located?
Brett Jonathan Meyer is based in CORTE MADERA, California, working with QCM, LLC. Their office serves clients in the CORTE MADERA metropolitan area and surrounding communities.
How does Brett Jonathan Meyer charge for services?
Brett Jonathan Meyer's firm is compensated through percentage of aum, hourly charges, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is QCM, LLC?
QCM, LLC has approximately 6 employees and manages $153M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty