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Stanley M Joffe

QVIDTVM MANAGEMENT LLC·THE WOODLANDS, Texas
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2170 BUCKTHORNE PL, THE WOODLANDS, TX 77380CRD# 7366232Firm CRD# 309456
01

About

Stanley M Joffe is a registered financial advisor based in THE WOODLANDS, Texas, affiliated with QVIDTVM MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
QVIDTVM MANAGEMENT LLC
QVIDTVM MANAGEMENT LLC
AUM
$437M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at QVIDTVM MANAGEMENT LLC →
Services
Pension consulting
04

Background

Compensation
Performance-based fees
Regulatory
SEC/IARD CRD# 7366232
Firm CRD# 309456
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Stanley M Joffe offer?
Stanley M Joffe specializes in Retirement Planning. Contact their office in THE WOODLANDS, Texas for a consultation.
What are Stanley M Joffe's credentials?
Stanley M Joffe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stanley M Joffe located?
Stanley M Joffe is based in THE WOODLANDS, Texas, working with QVIDTVM MANAGEMENT LLC. Their office serves clients in the THE WOODLANDS metropolitan area and surrounding communities.
How does Stanley M Joffe charge for services?
Stanley M Joffe's firm is compensated through performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is QVIDTVM MANAGEMENT LLC?
QVIDTVM MANAGEMENT LLC has approximately 6 employees and manages $437M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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