QUOTIENT WEALTH PARTNERS, LLC

DALLAS, Texas·4 registered advisors·CRD# 326819
SEC# 801-1283804(972) 807-0003
01

Firm Overview

AUM
$3.1B
Regulatory assets under management
Employees
39
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at QUOTIENT WEALTH PARTNERS, LLC

4 registered advisors
Brandon M Ross
DALLAS, Texas
Jonathan Adam Blumenthal
DALLAS, Texas
Richard L. Ross
NEW YORK, New York
Timothy Russell Harder
DALLAS, Texas
05

Office Locations

DALLAS, Texas
3 advisors
NEW YORK, New York
1 advisor

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Data sourced from SEC Form ADV filings. QUOTIENT WEALTH PARTNERS, LLC (CRD# 326819) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.