Quattro Advisors L.L.C.

RIASEC RegisteredEst. 2014

Total AUM

$662M

Discretionary

$649M

98% of AUM

Avg account

$319K

Accounts

2,075

Employees

Advisory reps

Firm details

Headquarters: Pittsburgh, Pennsylvania
CRD number: 146438
Registered since: November 21, 2014
Website: www.quattro-advisors.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI46.83%
Pooled Investment Vehicles30.69%
Corporations / Businesses14.51%
Individuals6.14%
Pension & Profit Sharing Plans1.76%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Quattro Advisors L.L.C. is an independent, SEC-registered advisory firm organized as an LLC and in operation since 2014. The firm describes itself as a capital allocator serving both individual and family clients as well as institutional investors. Advisory services extend across financial planning, discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and portfolio services for institutions and businesses. The firm also performs manager selection and maintains business activities that include serving as a commodity pool operator/commodity trading advisor (CPO/CTA) and operating as an insurance broker. Compensation structures include percentage-of-AUM fees as well as hourly and fixed-fee arrangements. The snapshot indicates Quattro does not position itself as an active ESG investor.