QUIVER FINANCIAL HOLDINGS LLC
Firm details
- Headquarters
- SAN CLEMENTE, California
- CRD number
- 305224
- Website
- www.quiverfinancial.com
- Custodians
- GOLDMAN SACHS & CO. LLC, DIGITAL TRUST
- Fee structure
- Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees, Performance Based Fees
- Client types
- Individuals55.47%
- HNWI43.67%
- Investment Companies0.86%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Quiver Financial Holdings LLC is an independent registered investment adviser organized as an LLC that serves both individual/family and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, and also produces investment-related publications. Its billing model is varied: it uses asset-based fees alongside hourly, subscription, fixed, and performance-based fee arrangements. Quiver is not identified as an active ESG investor. It lists an insurance company affiliation among its industry ties. The firm is not labeled a multi-state adviser in the source data.
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 Equities70%
- Non-Exchange Traded Equities10%
- Investment Grade Corp Bonds10%
- Non-Investment Grade Corp Bonds10%
Owners & executives
1 of 1RICHARD MCFADDEN
Founder and CEOCRD 2765788
Contacts
2 of 2Patrick Morehead
Director of Alternative InvestmentsCRD 6661646
Justin Singletary
Director of Business DevelopmentCRD 6325695
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN CLEMENTE, CA
ORANGE
Location
SAN CLEMENTE, CA
Headquartered in SAN CLEMENTE, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 501 N El Camino Real
- Time zone
- PT (UTC-8)
- Office locations
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