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Kori Rij Lannon

QUADRANT PRIVATE WEALTH MANAGEMENT, LLC·CENTER VALLEY, Pennsylvania
Unclaimed Profile
3850 SIERRA CIRCLE, CENTER VALLEY, PA 18034CRD# 5410863Firm CRD# 277044
01

About

Kori Rij Lannon is a registered financial advisor based in CENTER VALLEY, Pennsylvania, affiliated with QUADRANT PRIVATE WEALTH MANAGEMENT, 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
QUADRANT PRIVATE WEALTH MANAGEMENT, LLC
QUADRANT PRIVATE WEALTH MANAGEMENT, LLC
AUM
$1.6B
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at QUADRANT PRIVATE WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REVENUE SHARING WITH OUR AFFILIATE, FOCUS RISK SOLUTIONS.
Regulatory
SEC/IARD CRD# 5410863
Firm CRD# 277044
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kori Rij Lannon offer?
Kori Rij Lannon specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CENTER VALLEY, Pennsylvania for a consultation.
What are Kori Rij Lannon's credentials?
Kori Rij Lannon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kori Rij Lannon located?
Kori Rij Lannon is based in CENTER VALLEY, Pennsylvania, working with QUADRANT PRIVATE WEALTH MANAGEMENT, LLC. Their office serves clients in the CENTER VALLEY metropolitan area and surrounding communities.
How does Kori Rij Lannon charge for services?
Kori Rij Lannon's firm is compensated through percentage of aum, hourly charges, subscription fees, other: revenue sharing with our affiliate, focus risk solutions.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is QUADRANT PRIVATE WEALTH MANAGEMENT, LLC?
QUADRANT PRIVATE WEALTH MANAGEMENT, LLC has approximately 16 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CENTER VALLEY
Leslie Ann Childs — MB, LEVIS & ASSOCIATES,LLCJason Robert Henninger — MB, LEVIS & ASSOCIATES,LLCHerman Lubomir Rij — QUADRANT PRIVATE WEALTH MANAGEMENT, LLCJason Brewer Cort — QUADRANT PRIVATE WEALTH MANAGEMENT, LLCJohn Bruce Levis — MB, LEVIS & ASSOCIATES,LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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