QTS RETIREMENT SERVICES LLC
Firm details
- Headquarters
- LAS VEGAS, Nevada
- CRD number
- 333799
- Custodians
- ALTRUIST FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Pension & Profit Sharing Plans93.44%
- Individuals4.98%
- HNWI1.58%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
QTS Retirement Services LLC is an independent registered investment adviser organized as a limited liability company that serves individuals, families and institutional clients. The firm charges clients by percentage of assets under management and by fixed fees and lists financial planning, portfolio management for individuals and small businesses, and pension consulting services among its advisory offerings. It is not positioned as a capital allocator, does not identify as an active ESG investor, and is not designated a multi-state adviser in the snapshot data.
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
- Public Funds/Mutual Funds98%
- Exchange Traded Equities1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1TYLER HUNT
Chief Compliance OfficerCRD 6192405
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LAS VEGAS, NV
CLARK
Location
LAS VEGAS, NV
Headquartered in LAS VEGAS, NV, anchoring the Las Vegas-Henderson, NV metro in the West.
- Metro area
- Las Vegas-Henderson, NV
- Region
- West
- County
- CLARK
- Address
- 8170 W Sahara Ave
- Time zone
- PT (UTC-8)
- Office locations
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