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QUATTRO FINANCIAL ADVISORS LLC
QUATTRO FINANCIAL ADVISORS LLC
QUATTRO FINANCIAL ADVISORS
THE WOODLANDS, Texas
·
2 registered advisors
·
CRD# 284852
SEC# 801-108263
1
281 323 4007
01
Firm Overview
AUM
$1.3B
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Compensation
Percentage of AUM
03
Specialties
Investment Management
Retirement Planning
Fee-Only Advisory
04
Advisors at QUATTRO FINANCIAL ADVISORS LLC
2 registered advisors
Philip Harold Josephson
THE WOODLANDS, Texas
CRD# 5946367
Yves Olivier Cochez
THE WOODLANDS, Texas
CRD# 5622010
05
Office Locations
THE WOODLANDS, Texas
2 advisors
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Data sourced from SEC Form ADV filings. QUATTRO FINANCIAL ADVISORS LLC (CRD# 284852) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.