Quam Wealth Advisory Group LLC
Quam Wealth Advisory Group LLC (CRD# 155903) is a financial advisory firm headquartered in , . They manage $6,000,000 in 40 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Quam Wealth Advisory Group LLC
By the Numbers
-
Total Assets Under Management6MILLION
-
Total Number of Accounts40ACCOUNTS
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Average Account Value$150,000
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL
Financial Advisors at Quam Wealth Advisory Group LLC
1
Donna Quam (CRD# 2263154) is an Investment Advisor Representative working at Quam Wealth Advisory Group LLC in Loves Park, IL and has over 31 years of experience in the finance industry.
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