Timothy
Harder

Quotient Wealth Partners, LLC

CRD#2398163
Investment Advisor
in Irving, TX

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About this Advisor

Timothy Harder is a financial advisor based in Irving, Texas, working with Quotient Wealth Partners, LLC. Timothy has previously held positions at Goldman Sachs Personal Financial Management, Quotient Wealth Partners, LLC, and Mercer Allied Company, L.P. Timothy has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Texas. Currently, Timothy is part of Quotient Wealth Partners, LLC, which operates out of Irving, Texas. The firm has 3 offices and 39 employees. The firm manages assets totaling $3.1 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Quotient Wealth Partners, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 66, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

222 West Las Colinas Blvd Ste. 1420N
Irving, TX 75039

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Quotient Wealth Partners, LLC Brokerage Details

Total Assets Under Management

$3,116,745,366

TX Average: $3,042,739,679
Total Number of Employees

39

TX Average: 49
Total Number of Accounts

6,209

TX Average: 2,315
Average Account Size

$501,972

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Timothy Harder Work History

2023 - Present (2 years)

Quotient Wealth Partners, LLC

2020 - 2023 (3 years)

Mercer Allied Company, L.P

2011 - 2023 (12 years)

Goldman Sachs Personal Financial Management

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Disclosures

Please visit the SEC profile of Timothy Harder to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Quotient Wealth Partners, LLC

Jared Davis
Irving, TX
Andrew Wagner
Littleton, CO
Brian Weatherly
Irving, TX
Joseph Calhoun
Irving, TX
Christopher Mohring
Irving, TX
Carlos Guidotti
Irving, TX
James Warburton
Irving, TX
Matthew Davis
Irving, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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