Q(X) Branch Reserve Investments LLC
RIAState Registered
Total AUM
$21.9M
Discretionary
$21.9M
100% of AUM
Avg account
$1.1M
Accounts
20
Employees
1
Advisory reps
1
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 an independent registered investment adviser organized as an LLC and owned by an individual. The firm provides portfolio management primarily for individuals, families and small businesses, and also serves some institutional clients. Its advisory fees are charged as a percentage of assets under management. The firm reports a clear equity orientation and does not describe itself as an active ESG investor; it is not positioned as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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