Qria, Inc.

Overview

Qria, Inc. is an independent, individual-owned registered investment adviser that manages portfolios for individuals and families. The firm charges a fee based on assets under management and provides portfolio management for individuals and small businesses, along with selection-of-other-advisers services. Qria is identified as a capital allocator, and it maintains an affiliation with an insurance company. The firm does not describe itself as an active ESG investor, is not multi-state in its registration profile, and is not classified as newly formed.

Assets & Accounts

Public Holdings

Investments & Alternatives