Q
CRD: 298902
Q(X) Branch Reserve Investments LLC
Wilmington, DE
3024281705
$21.9M Total AUM
$21.9M Disc. AUM
-- 3Y CAGR
1 Employees
21 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-11-2018
- Office Locations
- 1
Office Locations
-- Wilmington DE
About Q(X) Branch Reserve Investments LLC
Q(X) Branch Reserve Investments LLC is a Wilmington-based RIA. The firm has been operating for 7 years. Managing $21.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Insurance.
Team overview
63 AVG AGE
$21.9M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
7.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Atlas element Focus
Client Personas
Frontier meridian
Investment Themes
Summit
Investment Vehicles
Element
Services
Horizon Zenith horizon Fusion
Owner & Executives
DANA FORD WALKER
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #2600290
- Ownership
- 75% or more
(258) 667-7608
harbor.delta@unisoncapital.com
in linkedin.com/in/frontier-alpha
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,935,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,935,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $21,935,000
Equity - Exchange:
44.2% Cash:
55.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,452,146,131 | 44.2% |
| Cash | $3,095,695,794 | 55.8% |
| Total | $5,547,841,925 | 100.0% |