Assets Under Management
$1.1B
Number of Clients
532
Number of Advisors
15
Average Client AUM
$2.1M
AUM per Advisor
$75.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
QuadCap offers customized investment programs based on client goals and risk tolerance. They provide discretionary and non-discretionary account management, along with financial planning services covering retirement, education, insurance, and estate planning. They also offer tax preparation services and access to account aggregation platforms.
2600 Network Blvd, Suite 300, Frisco, TX, 75034