$4.0M Total AUM
$4.0M Disc. AUM
-- 3Y CAGR
2 Employees
15 ADV. Clients
8 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-08-2017
- Office Locations
- 1
Office Locations
-- Southampton NY
About QUO Vadis Capital, Inc.
Quo Vadis Capital is an investment advisory firm with presence in New York and Paris serving both individual and professional investors. It provides asset management and financial planning, with portfolio construction that is heavily ETF-based. The firm reports custody through Interactive Brokers.
Team overview
51 AVG AGE
$4.0M AVG AUM / ADVISOR
$266.7K AVG AUM / CLIENT
3.4 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Vehicles
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Services
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Technology
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Owner & Executives
J
JOHN MICHAEL ZOLIDIS
Financial Advisor, General Partner, Owner, President
- CRD
- #2819394
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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