Q CAPITAL SOLUTIONS
RWQ FINANCIAL MANAGEMENT SERVICES, INC. Legal Name
Adviser information for Q CAPITAL SOLUTIONS last updated from Form ADV on March 27th, 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 | Corporation |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | New Jersey, United States |
Employees
Total Number of Employees | 3 |
---|---|
Investment Advisory/Research | 2 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 2 |
Licensed Agents of an Insurance Company | 2 |
No. of Firms/People that Solicit Clients | 4 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 255 | $245.9M |
Non-Discretionary | 0 | $0 |
Total | 255 | $245.9M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 23 | $3.4M |
HNW Individuals | 127 | $221.4M |
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 | 11 | $21.1M |
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 | 1 |
No. of Financial Planning Clients | 1-10 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting services |
---|---|
Compensation | % of AUMHourly chargesFixed fees |
Principal Office
9332 TULIPANO TERRACENAPLES
FL
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: 732-600-5557, Fax: None
Websites
Chief Compliance Officer
ROBERT W QUINLAN
MANAGING MEMBER
9332 TULIPANO TERRACE
NAPLES
FL
United States
Tel:
732-600-5557
R**@********************T
(Full email address available in API data)
Regulatory Contact
CHRISTOPHER R QUINLAN
DIRECTOR OF OPERATIONS
3436 GLEN OAKS LANE
WALL TWP
NJ
United States
Tel:
732-600-5185
C**@********************T
(Full email address available in API data)
Industry Affiliates
ALFONSO R. SAVERINO | Accountant or accounting firm |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
QUINLAN, ROBERT, WILLIAM | Individual | – | MANAGING MEMBER/CCO | 11/2016 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 30th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ALPHABET INC | CAP STK CL C | 352K | 2K | – |
ALPHABET INC | CAP STK CL A | 15M | 83K | – |
AMAZON COM INC | COM | 18M | 91K | – |
APPLE INC | COM | 51M | 244K | – |
ASML HOLDING N V | N Y REGISTRY SHS | 12M | 12K | – |
BROADCOM INC | COM | 652K | 406 | – |
COSTCO WHSL CORP NEW | COM | 9M | 11K | – |
CROWDSTRIKE HLDGS INC | CL A | 19M | 50K | – |
GE AEROSPACE | COM NEW | 278K | 2K | – |
INVESCO QQQ TR | UNIT SER 1 | 676K | 1K | – |
ISHARES BITCOIN TR | SHS | 266K | 8K | – |
J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 5M | 86K | – |
JPMORGAN CHASE & CO. | COM | 13M | 64K | – |
META PLATFORMS INC | CL A | 26M | 51K | – |
MICROSOFT CORP | COM | 20M | 45K | – |
NVIDIA CORPORATION | COM | 60M | 482K | – |
SUPER MICRO COMPUTER INC | COM | 508K | 620 | – |
TESLA INC | COM | 311K | 2K | – |
VANECK ETF TRUST | SEMICONDUCTR ETF | 26M | 98K | – |