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QP CONSULTING
QP CONSULTING, LLC
CRD 129601 · SEC 801-78910
6930 CARROLL AVENUE, STE. 407, TAKOMA PARK, MD, 20912, United States
Phone
301-326-1521
Fax
301-579-4113
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$559.6M
Discretionary AUM
$92.7M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; PERCENTAGE OF THE OVERALL ASSETS OF THE QUALIFIED PLAN
Org form
Limited Liability Company
Filing date
2026-01-20
Disciplinary history
No
Services
Portfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 13 | $8.0M |
| High net worth individuals | 28 | $83.8M |
| Pension/profit sharing plans | 33 | $444.2M |
States served
DC, IN, MD, VA, TX
All web addresses on file
Official SEC filing: View on IAPD