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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-17-2015
- Office Locations
- 2
Office Locations
About Qmulate
Qmulate is a California RIA delivering transparent financial planning and investment management for individuals and families, covering wealth building, retirement, and kids’ savings goals. The firm combines hands-on advice with a secure client dashboard that aggregates financial data for holistic planning, and implements diversified, risk-aware portfolios (primarily ETFs with fixed income exposure) with clear pricing and no commissions or kick-backs.
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Investment Themes
Investment Vehicles
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Owner & Executives
DARRELL KEITH WARNER II
Chief Compliance Officer, Managing Member, PRINCIPAL
- CRD
- #6307978
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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ROBERT ALAN RUSSELL III
--
- CRD
- #5177880
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $6,000,000 | -- |
| Total | $6,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $671,491,231 | 10.3% |
| Corporate - Investment Grade | $430,275,934 | 6.6% |
| U.S. Government/Agency | $834,474,539 | 12.8% |
| Municipal Bonds | $2,320,882,313 | 35.6% |
| Cash | $2,262,208,322 | 34.7% |
| Total | $6,519,332,339 | 100.0% |