QUOTIENT WEALTH PARTNERS, LLC
SEC Form ADV profile.
Total regulatory AUM
$4,913,256,631
Discretionary
$4,873,357,031
Non-discretionary
$39,899,600
Firm details
- CRD number
- 326819
- SEC file number
- 801-128380
- Main office
- DALLAS, TX, United States
- Employees
- 60
- SEC status
- Approved
- Website
- https://twitter.com/QuotientWP
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.