Q(X) Branch Reserve Investments LLC

RIASEC Registered
Total AUM
$21.9M
Discretionary
$21.9M
100% of AUM
Avg account
$1.1M
Accounts
20
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
298902
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI95.93%
  • Corporations / Businesses2.38%
  • Individuals1.69%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Q(X) Branch Reserve Investments LLC is a small, equity-focused investment adviser organized as a limited liability company and serving individual, family and some institutional clients. The firm’s advisory work centers on discretionary portfolio management for individuals and small businesses and it bills on a percentage-of-assets-under-management basis. Its stated investment preference is equities, with active use of exchange-traded securities that drive nearly all of its reported SMA assets. The firm is not positioned as an ESG specialist, and it does not present itself as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 99%, Cash & Cash Equivalents 1%99%
  • Exchange Traded Equities99%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • Dana Walker

    Dana Walker

    Investment Advisor RepresentativeCRD 2600290

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth