Quotient Wealth Partners, LLC
Quotient Wealth Partners, LLC (CRD# 326819) is a financial advisory firm headquartered in Irving, TX. They manage $3,116,745,366 in 6,209 accounts and serve the financial needs of clients across 12 states (or territories).
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Total Assets Under Management3,117MILLION
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Total Number of Accounts6,209ACCOUNTS
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Average Account Value$501,972
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, CO, CT, FL, MA, NC, NJ, NY, OK, SC, TX, WA
Matthew Bennett (CRD# 6122751) is an Investment Advisor Representative working at Quotient Wealth Partners, LLC in Irving, TX and has over 11 years of experience in the finance industry.
Jonathan Blumenthal (CRD# 4080699) is an Investment Advisor Representative working at Quotient Wealth Partners, LLC in Irving, TX and has over 24 years of experience in the finance industry.
Jared Davis (CRD# 6635219) is an Investment Advisor Representative working at Quotient Wealth Partners, LLC in Irving, TX and has over 7 years of experience in the finance industry.
Matthew Davis (CRD# 5923766) is an Investment Advisor Representative working at Quotient Wealth Partners, LLC in Irving, TX and has 1 year of experience in the finance industry.
Bruce Fitzsimmons (CRD# 5394139) is an Investment Advisor Representative working at Quotient Wealth Partners, LLC in Irving, TX and has over 16 years of experience in the finance industry.
Timothy Harder (CRD# 2398163) is an Investment Advisor Representative working at Quotient Wealth Partners, LLC in Irving, TX and has over 16 years of experience in the finance industry.
Markham Hawkins (CRD# 5796827) is an Investment Advisor Representative working at Quotient Wealth Partners, LLC in Highlands Ranch, CO and has over 12 years of experience in the finance industry.
Larry Jackson (CRD# 4601775) is an Investment Advisor Representative working at Quotient Wealth Partners, LLC in Irving, TX and has over 21 years of experience in the finance industry.
Anthony Love (CRD# 6360605) is an Investment Advisor Representative working at Quotient Wealth Partners, LLC in Irving, TX and has over 9 years of experience in the finance industry.
Christopher Mohring (CRD# 6240117) is an Investment Advisor Representative working at Quotient Wealth Partners, LLC in Irving, TX and has over 10 years of experience in the finance industry.