QTR FAMILY WEALTH, LLC

LAKE MARY, Florida·3 registered advisors·CRD# 331655
SEC# 801-1306870407-745-0715
01

Firm Overview

AUM
$107M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at QTR FAMILY WEALTH, LLC

3 registered advisors
Chad Michael Hunter
LAKE MARY, Florida
CFP
Torian Johnson
LAKE MARY, Florida
Wesley David Hunter
LAKE MARY, Florida
05

Office Locations

LAKE MARY, Florida
3 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. QTR FAMILY WEALTH, LLC (CRD# 331655) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.