Quantriver Financial, LLC

Broker-DealerFINRA MemberEst. 2010
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Fort Myers, Florida
CRD number
153906
Registered since
December 10, 2010

Firm profile

FINTRX

Overview

Quantriver Financial, LLC is a limited liability company that has been SEC-registered since 2010. FINTRX characterizes the firm as unclassified and lists its owner type as a combination of a domestic entity and an individual. The profile indicates the firm does not identify as a capital allocator, is not an active ESG investor, and is not registered as a multi-state or newly formed adviser. FINTRX also notes that Quantriver Financial, LLC is not a pension consultant and has no related adviser relationship reported. The firm has not provided information about its business activities, advisory activities, fee structure, or client base to FINTRX. Likewise, the activities and affiliations section contains no disclosures, which limits visibility into how the firm positions itself in the market or the services it offers.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Jonathan Self

    Chief Financial OfficerCRD 4497531

  • Alexander Mezheritsky

    Alexander Mezheritsky

    CEOCRD 2253822

  • Daniel Gorny

    ContractorCRD 2889311

Contacts

1 of 1
  • Vladimir Bychkov

    Registered RepresentativeCRD 3103457

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

Fort Myers, FL

Lee

Location

Fort Myers, FL

Headquartered in Fort Myers, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.

Metro area
Cape Coral-Fort Myers-Naples, FL
Region
South
County
Lee
Address
6430 Plantation Park Ct
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth