Quiver Financial Holdings LLC

Overview

Quiver Financial Holdings LLC is an independent registered investment adviser structured as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as institutional accounts. Core advisory services include financial planning, portfolio management for individuals and small businesses, and the publication of periodicals or newsletters. Its fee model is flexible and heterogeneous, spanning percentage-of-AUM charges, hourly work, subscription and fixed fees, and arrangements that may include performance-based compensation. Quiver reports it is not a capital allocator and does not identify as an active ESG investor or a pension consultant. The firm lists an industry affiliation with an insurance company and indicates it is not a related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices