CRD: 112187
Quad City Investment Center
$408.0M Total AUM
$408.0M Disc. AUM
-- 3Y CAGR
8 Employees
746 ADV. Clients
25 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-22-2001
- Office Locations
- 2
Office Locations
3551 7TH Street Moline IL
5405 Utica Ridge Td. Suite 100 Davenport IA
About Quad City Investment Center
Quad City Investment Center is a Moline-based RIA with 2 offices. The firm has been operating for 25 years. Managing $408.0M in total assets under management, with 6 advisory representatives. They custody assets with LPL Financial.
Team overview
39 AVG AGE
$68.0M AVG AUM / ADVISOR
$546.9K AVG AUM / CLIENT
9.3 yrs AVG TENURE
8 Employees
6 Advisory Reps
6 RIA Reps
25yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
T
TYLER MATHEW EDWARDS
1st Vice President, Investment Center, Vice President
- CRD
- #4969513
- Ownership
- Less than 5%
Available
Available
Available
L
LAURA L EZIKIAN
Chief Executive Officer, President
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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GREGORY M BAUER
Financial Advisor
- CRD
- #5358763
Available
Available
Available
AMBER DAWN BRUMMIT
Financial Advisor
- CRD
- #1929270
Available
Available
Available
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $407,964,628 | $546,869 |
| Non-Discretionary | $0 | -- |
| Total | $407,964,628 | $546,869 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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