QEX Asset Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 325326
- Website
- qexmanagement.com
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
QEX Asset Management LLC is an independent, individually owned registered investment adviser organized as an LLC. The firm focuses on fee-based portfolio management for individual and family clients and small businesses, charging a percentage of assets under management. Its business profile on regulatory filings shows a narrow client base and a small operational footprint: it does not present itself as a capital allocator, pension consultant, multi-state adviser, or an active ESG investor. The adviser appears to run a straightforward private-client practice rather than a platform that sources third-party alternative managers.
Assets & Accounts
Investments & Alternatives
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
- Cash & Cash Equivalents100%
Contacts
1 of 1James Bernstein
TraderCRD 1673790
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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