QUAD CITY INVESTMENT CENTER
Firm details
- Headquarters
- MOLINE, Illinois
- CRD number
- 112187
- Registered since
- May 22, 2001
- Website
- qcbt.bank
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI69.83%
- Individuals21.83%
- Charitable Organizations4.35%
- Corporations / Businesses3.87%
- Pension & Profit Sharing Plans0.12%
- Services
- Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Quad City Investment Center is an independent wealth advisory firm organized as a limited liability company that focuses on fee-based portfolio management for individuals, families and select institutional clients. The firm emphasizes discretionary management, using third-party mutual funds and public funds as its primary investment vehicles while also providing pension consulting and manager selection services. Quad City Investment Center does not position itself as an active ESG investor and operates under a percentage-of-assets fee model. The firm also acts as a capital allocator, directing client exposure across pooled public strategies and select external managers.
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 Funds94%
- Exchange Traded Equities4%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1LAURA EZIKIAN
President and CEOCRD 8051743
Contacts
3 of 6DAVID HOWELL
Financial Advisor and Registered RepresentativeCRD 2511285
TYLER EDWARDS
Vice PresidentCRD 4969513
AMBER BRUMMIT
Financial AdvisorCRD 1929270
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MOLINE, IL
ROCK ISLAND
Location
MOLINE, IL
Headquartered in MOLINE, IL, anchoring the Davenport-Moline, IA-IL metro in the Midwest.
- Metro area
- Davenport-Moline, IA-IL
- Region
- Midwest
- County
- ROCK ISLAND
- Address
- 3551 7th St
- Time zone
- CT (UTC-6)
- Office locations
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