QTS RETIREMENT SERVICES LLC

RIASEC Registered
Total AUM
$59M
Discretionary
$57.7M
98% of AUM
Avg account
$531K
Accounts
111
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 98%, Exchange Traded Equities 1%, Cash & Cash Equivalents 1%98%
  • Public Funds/Mutual Funds98%
  • Exchange Traded Equities1%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • TYLER HUNT

    Chief Compliance OfficerCRD 6192405

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth