Q
$642.1K Total AUM
$642.1K Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
20 yrs Firm Age
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- Custodian
- American Funds ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2006
- Office Locations
- 1
Office Locations
-- Spring TX
About Quality Wealth Care, Llc.
Quality Wealth Care, Llc. is a Spring-based RIA. The firm has been operating for 20 years. Managing $642.1K in total assets under management, with 1 advisory representatives. They custody assets with American Funds and Charles Schwab & Company.
Team overview
-- AVG AGE
$642.1K AVG AUM / ADVISOR
$64.2K AVG AUM / CLIENT
20.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
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Investment Themes
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Investment Vehicles
Available
Services
Available
Owner & Executives
P
PHUONG THI NGUYEN
PORTFOLIO MANAGER
- CRD
- #4581148
- 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 | $642,065 | -- |
| Non-Discretionary | $0 | -- |
| Total | $642,065 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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