← Back to searchVisit website
QUADRANT PRIVATE WEALTH MANAGEMENT, LLC
CRD 277044 · SEC 801-106484
3850 SIERRA CIRCLE, STE 300, CENTER VALLEY, PA, 18034, United States
Phone
610-849-2743
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.10B
Discretionary AUM
$2.09B
Team
19 total employees; 12 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; REVENUE SHARING WITH OUR AFFILIATE, FOCUS RISK SOLUTIONS.
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersCREDIT AND CASH MANAGEMENT SOLUTIONS AND INSURANCE SOLUTIONS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 481 | $152.8M |
| High net worth individuals | 394 | $1.93B |
| Pension/profit sharing plans | 8 | $12.9M |
States served
CA, CO, GA, IL, LA, MD, MA, NJ, NM, NY, NC, OH, PA, SC, VA, WI, TX, NH, CT, FL
All web addresses on file
- HTTPS://WWW.LINKEDIN.COM/COMPANY/2064318
- https://www.quadcapco.com
- HTTPS://WWW.LINKEDIN.COM/COMPANY/QUADRANT-CAPITAL
- HTTPS://WWW.FOCUSFINANCIALPARTNERS.COM
- https://www.facebook.com/quadrantprivatewealth
- https://x.com/markcecchini
- https://www.linkedin.com/in/markcecchini/
- https://twitter.com/focusfinancial
- https://www.linkedin.com/company/focus-financial-partners
Official SEC filing: View on IAPD