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Brandon M Ross

QUOTIENT WEALTH PARTNERS, LLC·DALLAS, Texas
Unclaimed Profile
5430 LBJ FREEWAY, DALLAS, TX 75240CRD# 2963472Firm CRD# 326819
01

About

Brandon M Ross is a registered financial advisor based in DALLAS, Texas, affiliated with QUOTIENT WEALTH PARTNERS, 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
QUOTIENT WEALTH PARTNERS, LLC
QUOTIENT WEALTH PARTNERS, LLC
AUM
$3.1B
Regulatory assets under management
Employees
39
Total firm employees
View all advisors at QUOTIENT WEALTH PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2963472
Firm CRD# 326819
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brandon M Ross offer?
Brandon M Ross specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DALLAS, Texas for a consultation.
What are Brandon M Ross's credentials?
Brandon M Ross is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brandon M Ross located?
Brandon M Ross is based in DALLAS, Texas, working with QUOTIENT WEALTH PARTNERS, LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Brandon M Ross charge for services?
Brandon M Ross's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is QUOTIENT WEALTH PARTNERS, LLC?
QUOTIENT WEALTH PARTNERS, LLC has approximately 39 employees and manages $3.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at QUOTIENT WEALTH PARTNERS, LLC

Richard L. Ross
NEW YORK, NY
Jonathan Adam Blumenthal
DALLAS, TX
Timothy Russell Harder
DALLAS, TX

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