Quattro Financial Advisors

RIASEC Registered

Total AUM

$1.7B

Discretionary

$1.7B

100% of AUM

Avg account

$5.6M

Accounts

296

Employees

Advisory reps

Firm details

Headquarters: Montgomery, Texas
CRD number: 284852
Registered since: August 22, 2016
Website: quattrofa.com
Custodians: J.P. MORGAN SECURITIES INC., UBS FINANCIAL SERVICES INC., CITIGROUP GLOBAL MARKETS INC.
Fee structure: Percentage of AUM
Client types: Pooled Investment Vehicles63.41%
Corporations / Businesses31.67%
HNWI4.92%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Quattro Financial Advisors is an institutional RIA organized as an LLC and registered with the SEC in 2016. The firm serves both individual & family and institutional clients, operating on a percentage-of-AUM fee model. Its advisory offerings include portfolio management for individuals and small businesses and management of pooled investment vehicles. The firm is owned by an individual and does not present itself as a multi-state or pension consultant adviser. Quattro’s public filing indicates a preference for equity exposure and use of SMA vehicles; it is not identified as an active ESG investor. The adviser also maintains relationships with third‑party alternative managers across several strategies and sponsors at least two private funds.