Quarve Associates, LLC
Firm details
- Headquarters
- Stamford, Connecticut
- CRD number
- 112160
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Quarve Associates, LLC is an independent registered investment adviser organized as an LLC that serves individuals and families. The firm provides financial planning and portfolio management for individuals and small businesses and combines fee models that include percentage-of-AUM and fixed fees. Its business activities list accounting services and the sale of other financial products alongside its advisory work. The firm is not identified as an active ESG investor and does not operate as a multi-state adviser.
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 Equities88%
- Cash & Cash Equivalents6%
- US Government Bonds3%
- Public Funds/Mutual Funds3%
Contacts
1 of 1
Frank Welch
OwnerCRD 2869645
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Stamford, CT
Fairfield
Location
Stamford, CT
Headquartered in Stamford, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Fairfield
- Address
- 350 Bedford St
- Time zone
- ET (UTC-5)
- Office locations
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