Overview
Assets Under Management: $964 million
Headquarters: GREENWICH, CT
High-Net-Worth Clients: 10
Average Client Assets: $86 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 10
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.90
Average High-Net-Worth Client Assets: $86 million
Total Client Accounts: 243
Discretionary Accounts: 1
Non-Discretionary Accounts: 242
Regulatory Filings
CRD Number: 294879
Last Filing Date: 2025-01-08 00:00:00
Website: HTTPS://WWW.LINKEDIN.COM/COMPANY/QP-GLOBAL-FAMILY-OFFICES/