QCI Partners LLC
Firm details
- Headquarters
- ,
- CRD number
- 163567
- Website
- www.qcipartners.com
- Custodians
- INTERACTIVE BROKERS LLC, TD AMERITRADE, INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI88.76%
- Individuals11.24%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
QCI Partners LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on fee-based portfolio management for private clients and small businesses, and it also provides advisory services to business or institutional accounts. Its client base is composed primarily of individuals and families. Compensation arrangements include a traditional percentage-of-assets-under-management fee and the capacity to assess performance-based fees. QCI Partners reports it does not position itself as an active ESG investor. It is not identified as a multi-state adviser or a capital allocator, and it is not newly formed.
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 Equities85%
- Investment Grade Corp Bonds5%
- Non-Investment Grade Corp Bonds5%
- Derivatives5%
Owners & executives
1 of 1
Steven Melanson
Founder & CIOCRD 6321532
Contacts
1 of 1Matthew Carr
Co-FounderCRD 6060124
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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