Quiver Financial Holdings LLC

Overview

Quiver Financial Holdings LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional investors. Its advisory work emphasizes financial planning and portfolio management for individuals and small businesses, and it also produces periodic publications or newsletters. Quiver offers multiple fee arrangements — percentage of AUM, hourly, subscription, fixed fees, and performance-based fees — which suggests flexibility in structuring client engagements. The firm does not identify as an active ESG investor and is not designated a multi-state adviser in the source data. An industry affiliation with an insurance company is listed.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices