Quarve Associates, LLC (Stamford)

Name: Quarve Associates, LLC
Address: One Atlantic Street, Stamford, CT, 06901 2482
Telephone: 203-356-1910

Quarve Associates, LLC is an adviser based in Stamford. It manages $53.41 million of regulatory assets for 49 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Connecticut.

Quarve Associates provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Quarve Associates: assets under management

The assets under management (AUM) of Quarve Associates, LLC is $53.41 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -27% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $53.41 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.09 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Quarve Associates, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Quarve Associates, LLC

Roy Martin Quarve has been acting as President since 1 Feb 1988. Frank G. Welch joined the executive team most recently as the Owner And Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Roy Martin Quarve	President	1 Feb 1988	75% - 100%	4391842
Frank G. Welch	Chief compliance officer	1 Sep 2005	Other	2869645
Frank G. Welch	Owner and chief compliance officer	1 Oct 2007	75% - 100%	2869645

Based in Stamford

The principal office where Quarve Associates, LLC performs its advisory services is located at One Atlantic Street, Stamford, CT 06901 2482, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-356-1910 or by fax 203-348-6344. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at qplan.com.