← Back to searchVisit website
QUIVER FINANCIAL HOLDINGS LLC
CRD 305224
501 NORTH EL CAMINO REAL, SUITE 200, SAN CLEMENTE, CA, 92672, United States
Phone
(949) 492-6900
Fax
(866) 985-5636
Registration
— (—)
Source
State registered
Total AUM
$84.7M
Discretionary AUM
$84.0M
Team
4 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Subscription fees; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-06-03
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 100 | $47.0M |
| High net worth individuals | 70 | $37.0M |
| Investment companies | 1 | $725K |
All web addresses on file
Official SEC filing: View on IAPD