Q
$2.4M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
11 ADV. Clients
18 yrs Firm Age
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- Custodian
- Assetmark
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-06-2008
- Office Locations
- 1
Office Locations
3017 Douglas Blvd Ste. 300 Roseville CA
About Q4 Strategic Equity Advisors Inc.
Q4 Strategic Equity Advisors Inc. is a Roseville-based RIA. The firm has been operating for 18 years. Managing $2.4M in total assets under management, with 1 advisory representatives. They custody assets with Assetmark.
Team overview
-- AVG AGE
$2.4M AVG AUM / ADVISOR
$214.0K AVG AUM / CLIENT
7.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
MARK WILLIAM O'GUINN
Chief Executive Officer, President
- CRD
- #5470265
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $2,354,467 | -- |
| Total | $2,354,467 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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