Quadrant Private Wealth Management, LLC
Firm details
- Headquarters
- Center Valley, Pennsylvania
- CRD number
- 277044
- Registered since
- July 1, 2015
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI92.09%
- Individuals7.29%
- Pension & Profit Sharing Plans0.62%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Quadrant Private Wealth Management, LLC is an independent, privately held registered investment adviser that has operated since 2015. The firm serves both individual/family and institutional clients and positions itself as a capital allocator that combines discretionary portfolio management with financial planning and adviser-selection services. It offers multiple fee arrangements (percentage of AUM, hourly, fixed fees and other structures) and also conducts broker-dealer and insurance-broker activities, which supports a broader product set for client solutions. Quadrant is not identified as an active ESG investor. Public recognition includes placements on FA Magazine’s Top RIA Firms list (2020) and Forbes’ Top/America’s Top RIA Firms lists (2023 and 2024).
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
- Exchange Traded Equities32%
- Other30%
- Public Funds/Mutual Funds19%
- Cash & Cash Equivalents10%
- Investment Grade Corp Bonds5%
Owners & executives
3 of 3
Jason Cort
Chief Growth OfficerCRD 2634908
Francis Lawler
Chief Operating OfficerCRD 5538457
Brian Cort
Chief Compliance OfficerCRD 4317157
Contacts
3 of 9
Paul Francis
Wealth AdvisorCRD 6243595
Jonathan Mack
Senior Operations ExecutiveCRD 4173091
Scott Kuna
AnalystCRD 7947869
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 91Active vs passive
$267M in ETFs
40%
$108M
15%
$159M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $32.5M | 370,036 | 12.17% |
Location
Center Valley, PA
Lehigh
Location
Center Valley, PA
Headquartered in Center Valley, PA, in the Northeast of the United States.
- Region
- Northeast
- County
- Lehigh
- Address
- 3850 Sierra Cir
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Hamel Associates,Inc.
RIACenter Valley, PA
Mb, Levis & Associates,LLC
RIACenter Valley, PA
Argyle Capital Management, LLC
RIACenter Valley, PA
Brightside Wealth Planning, LLC
RIACenter Valley, PA
Shetland Financial, Pllc
RIACenter Valley, PA
100 Plus Planning
RIACenter Valley, PA