| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Christopher Cort Control | Chief Compliance Officer | Under 5% | 2015 |
| Focus Operating, LLC Control | Member (manager) | Over 75% | 2015 |
| Francis Edward Lawler Control | Chief Operating Officer | Under 5% | 2020 |
Quadrant Private Wealth Management, LLC reports $1.8 billion in regulatory assets under management on its Form ADV.
Quadrant Private Wealth Management, LLC reports 19 employees.
Quadrant Private Wealth Management, LLC is based in Center Valley, PA and has been SEC-registered since 2015.
Quadrant Private Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3850 Sierra Circle, Ste 300, Center Valley, PA 18034 |
| Phone | 610-849-2743 |
| Office hours | 8:30 a.m. - 4:30 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1727454 |
| Discloses disciplinary history | No |
| Discretionary | $1.81B |
| Non-discretionary | $3.2M |
| Total (RAUM) | $1.81B |