Quorum Investment Counsel, LLC

Quorum Investment Counsel, LLC (CRD# 281497) is a financial advisory firm headquartered in Boca Raton, FL. They manage $95,524,178 in 70 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    96
    MILLION
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $1,364,631
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

FL

Financial Advisors at Quorum Investment Counsel, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Pericles P. Gregoriou
CRD#: 2416527
QD2255 Glades Road, #324A, Boca Raton, FL 33431
100
Wealthminder
score

Pericles Gregoriou (CRD# 2416527) is an Investment Advisor Representative working at Quorum Investment Counsel as Chief Investment Officer in Boca Raton, FL and has over 21 years of experience as a professional investor.

2
Andrea G. Item
CRD#: 5393918
2255 Glades Road, Suite #236 W, Boca Raton, FL 33431
93
Wealthminder
score

Andrea Item (CRD# 5393918) is an Investment Advisor Representative working at Quorum Investment Counsel, LLC in Boca Raton, FL and has over 8 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.