Q
$559.6M Total AUM
$92.7M Disc. AUM
9.0% 3Y CAGR
2 Employees
74 ADV. Clients
22 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Ascensus · Charles Schwab & Company · Reliance Trust Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-06-2004
- Office Locations
- 1
Office Locations
6930 Carroll Avenue Suite 407 Takoma Park MD
About QP Consulting
QP Consulting is a Takoma Park, MD retirement plan specialist focused on small and mid-size employer plans, guiding plan sponsors and their employees. The firm operates on a fee-only basis and accepts no compensation from third-party vendors, helping reduce conflicts. It supports retirement plan consulting alongside portfolio construction and related planning needs.
Team overview
50 AVG AGE
$559.6M AVG AUM / ADVISOR
$7.6M AVG AUM / CLIENT
13.5 yrs AVG TENURE
2 Employees
1 Advisory Reps
2 RIA Reps
22yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
M
MARK JOSEPH IVCEVICH
Chief Compliance Officer, Managing Member, Owner
- CRD
- #2938889
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
Paul Weeda
Retirement Plan Consultant
- CRD
- #7460337
Available
Available
Available
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $92,747,711 | $2,208,279 |
| Non-Discretionary | $466,853,601 | $13,730,988 |
| Total | $559,601,312 | $7,363,175 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Private Funds:
Available Cash:
Available Equity - Exchange:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
Continue browsing