Qrg Capital Management, Inc
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Overview
Qrg Capital Management, Inc is located at One North Wacker Drive, Chicago, IL. The firm employs 16 financial advisors to manage client portfolios and provide financial guidance. Qrg Capital Management, Inc is not a registered broker-dealer.
Qrg Capital Management, Inc oversees $7.6 billion in assets under management across 11,514 accounts, all of which are discretionary. The services offered include portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The firm caters to retail investors, high net worth investors, pension plans, charitable organizations, insurance companies, and corporations, with retail investors being the largest client type by accounts. The fee structure at Qrg Capital Management, Inc is asset-based. The firm has 1,582 high net worth clients and maintains affiliations with a broker-dealer or securities dealer.
Qrg Capital Management, Inc is registered in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Qrg Capital Management, Inc by the Numbers
$7.6 billion
16
11,514
$664.3 thousand
Fee Structure
A financial advisor's fees usually vary depending on the type of financial services provided. Fees charged by Qrg Capital Management, Inc typically consist of the following fee structure: asset-based.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company works with a number of different customers. The company provides services to retail investors, high net worth investors, pension plans, charitable organizations, insurance companies, and corporations. Out of its 6 clients, Qrg Capital Management, Inc's largest client type by number of accounts is high net worth investors, though it also serves 1582 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 in AUM or a net worth of at least $1,50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 13.74%
- Other Individuals - 83.67%
- Corporations - 2.06%
- Charitable Organizations - 0.53%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Qrg Capital Management, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Qrg Capital Management, Inc
Chicago, IL
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