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- Custodian
- Fidelity/NFS ยท PNC
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-30-2008
- Office Locations
- 1
Office Locations
About Quattro Advisors L.l.c.
Quattro Advisors is a Pittsburgh-based RIA serving retail and institutional clients, including entrepreneurs, with integrated financial planning plus tax/estate and insurance planning alongside discretionary portfolio management. The firm emphasizes asset allocation and risk management across public equity, mutual funds and ETFs, and uses private funds/alternatives such as real estate and private equity, with custody at Fidelity/NFS.
Team overview
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Custodian
Investment Themes
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Platform
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Owner & Executives
LUIGI GASPARE DI IANNI
ADVISOR, Chief Compliance Officer, FOUNDER
- CRD
- #4941644
- Ownership
- 50% but less than 75%
DAVID EMERY MANDLER
Partner
- CRD
- #2945944
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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WILLIAM JONATHON NELSON
Financial Advisor
- CRD
- #5838323
JORDON MICHAEL POPP
--
- CRD
- #6414370
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $648,924,759 | $316,394 |
| Non-Discretionary | $12,816,099 | $534,004 |
| Total | $661,740,858 | $318,911 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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