Quilt Investment Management, LLC

Quilt Investment Management, LLC (CRD# 282545) is a financial advisory firm headquartered in , . They manage $5,298,782 in 11 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.quiltinvestments.com
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $481,707
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OR

Financial Advisors at Quilt Investment Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jonathan Isaac, financial advisor Portland OR
Jonathan Isaac
CRD#: 5964037
Portland, OR

Jonathan Isaac (CRD# 5964037) is an Investment Advisor Representative working at Quilt Investment Management, LLC in Portland, OR and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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