QUARTON CAPITAL PARTNERS
Firm details
- Headquarters
- Birmingham, Michigan
- CRD number
- 342752
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Quarton Capital Partners is organized as a limited liability company that provides financial planning and discretionary portfolio management for individuals and small businesses. Its fee model combines a percentage-of-assets-under-management component with the option for hourly billing. The firm is not identified as an active ESG investor, is not marked as a multi-state adviser, and is not listed as a pension consultant or capital allocator. The registration year is not specified in the available filing.
Assets & Accounts
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
Contacts
2 of 2VITO GIOIA
Founding PartnerCRD 5517210
Curtis Trimble
Founding PartnerCRD 4193565
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Birmingham, MI
OAKLAND
Location
Birmingham, MI
Headquartered in Birmingham, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- OAKLAND
- Address
- 528 Pilgrim Ave
- Time zone
- ET (UTC-5)
- Office locations
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