CRD: 305224
Quiver Financial Holdings LLC
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- Custodian
- Goldman Sachs · Interactive Brokers · Transamerica
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-30-2020
- Office Locations
- 3
Office Locations
About Quiver Financial Holdings LLC
Quiver Financial Holdings (San Clemente, CA) focuses on retirement solutions for small businesses and individuals—customized 401(k) plan design and compliance support, retirement and estate planning (including Roth conversions), and Medicare guidance. Its managed portfolios skew heavily to ETFs with a corporate bond sleeve, and it reports custody relationships including Goldman Sachs.
Team overview
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Client Personas
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Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RICHARD COLBY MCFADDEN
Advisor, Chief Compliance Officer, MANAGING PRINCIPAL
- CRD
- #2765788
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Patrick Morehead
--
- CRD
- #6661646
Justin Michael Singletary MR
Managing Director
- CRD
- #6325695
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $84,000,000 | -- |
| Non-Discretionary | $725,000 | -- |
| Total | $84,725,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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