Q
CRD: 112160
Quarve Associates, LLC
Stamford, CT, 06901
2033561910
$48.2M Total AUM
$48.2M Disc. AUM
-- 3Y CAGR
1 Employees
29 ADV. Clients
28 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-03-1997
- Office Locations
- 1
Office Locations
30 OAK Street Suite 203 Stamford CT
About Quarve Associates, LLC
Quarve Associates, LLC is a Stamford-based RIA. The firm has been operating for 28 years. Managing $48.2M in total assets under management, with 1 advisory representatives. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
68 AVG AGE
$48.2M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
28.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
28yrs Firm Age
Insights
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Asset Classes
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Investment Themes
Vertex vital
Investment Vehicles
Pioneer catalyst
Services
Bridge ridge Frontier Pathway Quantum wave
Owner & Executives
F
FRANK G. WELCH III
Chief Compliance Officer, Owner
- CRD
- #2869645
- Ownership
- 75% or more
(205) 206-8092
atlas.timber@catalystcapital.com
in linkedin.com/in/meridian-prime
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $48,161,776 | $1,090,078 |
| Non-Discretionary | $0 | -- |
| Total | $48,161,776 | $1,090,078 |
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Separately Managed Accounts
Total SMA Asset: $48,161,776
Equity - Exchange:
35.2% Cash:
8.6% Public Funds:
38.7% U.S. Government/Agency:
17.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $562,788,637 | 35.2% |
| Cash | $137,499,497 | 8.6% |
| Public Funds | $618,747,735 | 38.7% |
| U.S. Government/Agency | $279,795,487 | 17.5% |
| Total | $1,598,831,356 | 100.0% |