Q(X) Branch Reserve Investments LLC
Firm details
- Headquarters
- ,
- CRD number
- 298902
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI95.93%
- Corporations / Businesses2.38%
- Individuals1.69%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Q(X) Branch Reserve Investments LLC is a small, equity-focused investment adviser organized as a limited liability company and serving individual, family and some institutional clients. The firm’s advisory work centers on discretionary portfolio management for individuals and small businesses and it bills on a percentage-of-assets-under-management basis. Its stated investment preference is equities, with active use of exchange-traded securities that drive nearly all of its reported SMA assets. The firm is not positioned as an ESG specialist, and it does not present itself as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Dana Walker
Investment Advisor RepresentativeCRD 2600290
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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