Qria, Inc.

Overview

Qria, Inc. is an independent, individual-owned registered investment adviser that focuses on managing portfolios for individuals and small businesses. The firm operates on a percentage-of-AUM fee model and identifies as a capital allocator: it manages client assets directly and also selects third-party advisers or external managers on behalf of clients. Qria serves a private-client base (individuals and families), does not market itself as an active ESG investor, and lists an affiliation with an insurance company. Qria’s advisory services center on discretionary portfolio management and the use of other advisers, which suggests a mix of in-house portfolio oversight and outsourced manager relationships. The firm is not identified as a multi-state adviser on the snapshot provided.

Assets & Accounts

Public Holdings

Investments & Alternatives