Unclaimed Profile

Natalie Katherine Lomas

QUADCAP WEALTH MANAGEMENT, LLC·FRISCO, Texas

Clean recordQUADCAP WEALTH MANAGEMENT, LLC

7790 MAIN STREET, FRISCO, TX 75033-4562CRD# 7856058Firm CRD# 151490

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Natalie Katherine Lomas · FRISCO, TX

Registration

CRD #7856058 · QUADCAP WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Natalie Katherine Lomas is a registered financial advisor based in FRISCO, Texas, affiliated with QUADCAP WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

QUADCAP WEALTH MANAGEMENT, LLC

AUM

$770M

Regulatory assets under management

Employees

Total firm employees

View all advisors at QUADCAP WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 7856058

Firm CRD# 151490

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Natalie Katherine Lomas offer?

Natalie Katherine Lomas specializes in Financial Planning, Investment Management. Contact their office in FRISCO, Texas for a consultation.

What are Natalie Katherine Lomas's credentials?

Natalie Katherine Lomas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Natalie Katherine Lomas located?

Natalie Katherine Lomas is based in FRISCO, Texas, working with QUADCAP WEALTH MANAGEMENT, LLC. Their office serves clients in the FRISCO metropolitan area and surrounding communities.

How does Natalie Katherine Lomas charge for services?

Natalie Katherine Lomas'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 QUADCAP WEALTH MANAGEMENT, LLC?

QUADCAP WEALTH MANAGEMENT, LLC has approximately 16 employees and manages $770M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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