Quantitative Wealth And Investment Management, LLC

Quantitative Wealth And Investment Management, LLC (CRD# 139743) is a financial advisory firm headquartered in , . They manage $5,600,000 in 5 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $1,120,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

ID, IN

Financial Advisors at Quantitative Wealth And Investment Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Stewart L. Fossceco
CRD#: 5103267
Indianapolis, IN
93
Wealthminder
score

Stewart Fossceco (CRD# 5103267) is an Investment Advisor Representative working at Quantitative Wealth And Investment Management, LLC in Indianapolis, IN and has over 10 years of experience in the finance industry.

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