QCI Partners LLC
Firm details
- Headquarters
- ,
- CRD number
- 163567
- Website
- www.qcipartners.com
- Custodians
- INTERACTIVE BROKERS LLC, TD AMERITRADE, INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI88.76%
- Individuals11.24%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
QCI Partners LLC is organized as a limited liability company and is owned by an individual. The firm serves primarily individual and family clients, and its advisory work spans portfolio management for both individuals/small businesses and for business or institutional clients. Its fee arrangements combine a percentage-of-assets model with the ability to charge performance-based fees. The adviser does not identify as an active ESG investor and is not registered as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities85%
- Investment Grade Corp Bonds5%
- Non-Investment Grade Corp Bonds5%
- Derivatives5%
Owners & executives
1 of 1
Steven Melanson
Founder & CIOCRD 6321532
Contacts
1 of 1Matthew Carr
Co-FounderCRD 6060124
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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