Quarterpoint

Quarterpoint (CRD# 166918) is a financial advisory firm headquartered in Bozeman, MT. They manage $616,000 in 29 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    29
    ACCOUNTS
  • Average Account Value
    $21,241
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
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.

LA, MT, TX

Financial Advisors at Quarterpoint
Showing 1 - 2 of 2 top financial advisors.
1
Andrew G. Sullivan
CRD#: 4227777
Bozeman, MT
96
Wealthminder
score

Andrew Sullivan (CRD# 4227777) is an Investment Advisor Representative working at Quarterpoint in Bozeman, MT and has over 15 years of experience in the finance industry.

2
Henri A. Pellerin
CRD#: 6256509
Bozeman, MT
88
Wealthminder
score

Henri Pellerin (CRD# 6256509) is an Investment Advisor Representative working at Quarterpoint in Bozeman, MT and has over 2 years of experience in the finance industry.

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