Q
CRD: 155903
Quam Wealth Advisory Group LLC
Loves Park, IL
8158854929
$6.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
0 Employees
26 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Jackson National Life
- Clients
- --
- Platforms
- --
- Established Date
- 01-26-2011
- Office Locations
- 1
Office Locations
-- Loves Park IL
About Quam Wealth Advisory Group LLC
Quam Wealth Advisory Group LLC is a Loves Park-based RIA. The firm has been operating for 15 years. Managing $6.0M in total assets under management, They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
58 AVG AGE
-- AVG AUM / ADVISOR
$230.8K AVG AUM / CLIENT
15.5 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Beacon Element quantum Prime quantum
Client Personas
Vector
Investment Themes
Insight radial Value frontier Glacier optima
Investment Vehicles
Value signal Matrix radial
Services
Focus focus Unison delta Insight focus Zenith alpha Zenith Frontier vertex Vertex glacier Element fusion
Owner & Executives
DONNA MARIE QUAM
Certified Financial Planner, Managing Member
- CRD
- #2263154
- Ownership
- 75% or more
(356) 603-2470
timber.matrix@elementcapital.com
in linkedin.com/in/unison-atlas
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $6,000,000 | -- |
| Total | $6,000,000 | -- |
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