$1.6M Total AUM
$1.6M Disc. AUM
-- 3Y CAGR
1 Employees
21 ADV. Clients
12 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-05-2013
- Office Locations
- 1
Office Locations
-- Bozeman MT
About Quarterpoint
Quarterpoint is a Montana-based RIA serving retail clients with asset management and financial planning, including portfolio construction, insurance, and business succession support. Portfolios are equity-heavy with a modest ETF allocation and thematic exposure to infrastructure, natural resources, and real estate, and the firm custodies with Charles Schwab.
Team overview
-- AVG AGE
$1.6M AVG AUM / ADVISOR
$76.2K AVG AUM / CLIENT
13 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
A
ANDREW GORDON SULLIVAN
Managing Partner, Wealth Advisor
- CRD
- #4227777
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,600,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,600,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing