Quarterpoint
Quarterpoint (CRD# 166918) is a financial advisory firm headquartered in , . They manage $800,000 in 23 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Quarterpoint
By the Numbers
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Total Assets Under Management1MILLION
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Total Number of Accounts23ACCOUNTS
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Average Account Value$34,783
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- 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.
LA, MT
Financial Advisors at Quarterpoint
1
Andrew Sullivan (CRD# 4227777) is an Investment Advisor Representative working at Quarterpoint in Bozeman, MT and has over 23 years of experience in the finance industry.
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