Nisonoff & Quadrel Investment Management LLC

Overview

Nisonoff & Quadrel Investment Management LLC is an independent, domestic LLC offering advisory services primarily to individual and family clients. The firm combines fee models that include a percentage of assets under management and fixed fees. Its advisory scope centers on financial planning and portfolio management for individuals and small businesses. In addition to investment advice, the firm lists ancillary business activities as an insurance broker and accountant and maintains industry ties consistent with those roles. The adviser reports it is not an active ESG investor, is not a multi-state adviser, and does not operate as a capital allocator.

Assets & Accounts

Investments & Alternatives