QUILITY FINANCIAL ADVISORS
API FINANCIAL ADVISORS, LLC Legal Name
Adviser information for QUILITY FINANCIAL ADVISORS last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 1 |
| Registered State Investment Advisers | 6 |
| Licensed Agents of an Insurance Company | 6 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 185 | $44.5M |
| Non-Discretionary | 0 | $0 |
| Total | 185 | $44.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 182 | $40.5M |
| HNW Individuals | <5 | $4.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly charges |
Identifiers
| SEC RIA File Number | 801-117119 |
|---|---|
| SEC ERA File Number | 801-117119 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 304586 |
| Legal Entity Identifier | None |
Principal Office
1950 ROCKLEDGE BLVDUNIT 201
ROCKLEDGE
FL
United States
Monday - Friday, 9:00 A.M. TO 5:00 P.M.
Tel: 321-888-2599, Fax: None
Chief Compliance Officer
PAUL STANLEY
MANAGING MEMBER / IAR
1950 ROCKLEDGE BLVD
UNIT 201
ROCKLEDGE
FL
United States
Tel:
321-888-2599
P*****@*************M
(Full email address available in API data)
Regulatory Contact
MATTHEW MYLAND
MANAGING MEMBER / IAR
1950 ROCKLEDGE BLVD
UNIT 201
ROCKLEDGE
FL
United States
Tel:
321-888-2599
M*************@***********************M
(Full email address available in API data)
Industry Affiliates
| SOLOMON API LLC | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MYLAND, MATTHEW, EDWIN | Individual | – | MANAGING MEMBER / IAR | 07/2019 | 50-75% |
| STANLEY, PAUL, CONRAD | Individual | – | MANAGING MEMBER / IAR / CCO | 10/2019 | 50-75% |