QUID CAPITAL

RIASEC RegisteredEst. 2021
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Los Angeles, California
CRD number
307242
Registered since
February 16, 2021
Fee structure
Percentage of AUM
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Quid Capital is a privately owned limited liability company that registered with the SEC in 2021 and is structured as an owner-operated advisory firm. The firm bills clients on a percentage-of-assets-under-management basis and focuses on discretionary portfolio management services for individuals and small businesses as well as for business or institutional clients. Quid Capital does not identify itself as an active ESG investor, is not a multi-state adviser, and does not present itself as a capital allocator or pension consultant.

Assets & Accounts

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

Owners & executives

1 of 1
  • NORMAN WAHAB

    Chief Investment OfficerCRD 2591119

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

Los Angeles, CA

LOS ANGELES

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
811 W 7th St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth