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Helen Shepard Haerle

QDC-ASSET MANAGEMENT, LLC·WASHINGTON, District of Columbia
Unclaimed Profile
1001 G STREET NW, WASHINGTON, DC 20001-4545CRD# 6027194Firm CRD# 161421
01

About

Helen Shepard Haerle is a registered financial advisor based in WASHINGTON, District of Columbia, affiliated with QDC-ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
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Firm Overview

Firm
QDC-ASSET MANAGEMENT, LLC
QDC-ASSET MANAGEMENT, LLC
AUM
$376M
Regulatory assets under management
Employees
24
Total firm employees
View all advisors at QDC-ASSET MANAGEMENT, LLC →
Services
Pension consulting
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Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6027194
Firm CRD# 161421
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Helen Shepard Haerle offer?
Helen Shepard Haerle specializes in Retirement Planning. Contact their office in WASHINGTON, District of Columbia for a consultation.
What are Helen Shepard Haerle's credentials?
Helen Shepard Haerle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Helen Shepard Haerle located?
Helen Shepard Haerle is based in WASHINGTON, District of Columbia, working with QDC-ASSET MANAGEMENT, LLC. Their office serves clients in the WASHINGTON metropolitan area and surrounding communities.
How does Helen Shepard Haerle charge for services?
Helen Shepard Haerle's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is QDC-ASSET MANAGEMENT, LLC?
QDC-ASSET MANAGEMENT, LLC has approximately 24 employees and manages $376M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in District of Columbia
WASHINGTON, D.C. (11)WASHINGTON DC (4)WASHING DC (2)
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