PROQUILITY PRIVATE WEALTH PARTNERS, LLC is a Las Vegas, Nevada based financial advisory firm with nearly $299,243,819 in assets under management and provides investment advisory services for 567 clients. There are currently 4 financial advisors at the firm.
General Information |
| Firm CRD#: | 307866 | |
| SEC#: | 801-118760 | |
| Assets under Management: | $299,243,819 | |
| No. of Clients: | 567 | |
| No. of Advisors: | 4 | |
| Advisory Services Provided: | Portfolio Management for Individuals, Portfolio Management for Business | |
| Fee Structure: | A percentage of AUM |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| BELPOINTE ASSET MANAGEMENT LLC | 143440 | 801-69329 | 1805 | 212 | $3,357,883,404 |
| LEGACY WEALTH PLANNING, LLC | 289212 | 801-111791 | 1316 | 10 | $294,012,521 |
| THE INVESTMENT COUNSEL COMPANY | 19608 | 801-32353 | 1156 | 17 | $1,337,290,200 |
| CAPSTONE CAPITAL WEALTH ADVISORS | 123764 | 801-108040 | 820 | 7 | $339,178,819 |
| WEST RIDGE ADVISORS | 282718 | 801-118247 | 807 | 8 | $171,596,856 |
| FORTIS CAPITAL ADVISORS, LLC | 309709 | 801-119354 | 685 | 23 | $217,743,543 |
| SKYOAK CAPITAL, INC. | 154248 | 801-118745 | 654 | 6 | $193,179,235 |
| BUCKLEY WEALTH MANAGEMENT, LLC | 285823 | 801-109016 | 626 | 6 | $558,049,491 |
| SAGE FINANCIAL ADVISORS INC | 107607 | 801-51183 | 576 | 3 | $230,883,600 |
| READ & POWELL FINANCIAL SERVICES, LLC | 130189 | 801-121309 | 561 | 6 | $122,726,077 |
| INVESTMENT MANAGEMENT CONSULTANTS | 122718 | 801-122373 | 376 | 2 | $339,607,439 |
| SUMMIT PORTFOLIO MANAGEMENT LLC | 111243 | 801-46423 | 277 | 3 | $137,453,441 |
| 3RD CREEK INVESTMENTS | 115945 | 801-120802 | 234 | 3 | $131,841,083 |
| REDROCK WEALTH MANAGEMENT, LLC | 134562 | 801-111672 | 193 | 4 | $190,452,000 |
| FHN FINANCIAL MAIN STREET ADVISORS, LLC | 133719 | 801-63805 | 26 | 5 | $15,842,310,000 |
| WISER RETIRE, LLC | 306463 | 801-117735 | 0 | 3 | $0 |