QP CONSULTING
QP CONSULTING, LLC Legal Name
Adviser information for QP CONSULTING last updated from Form ADV on January 16th, 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 | Maryland, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 43 | $66.4M |
| Non-Discretionary | 31 | $352.7M |
| Total | 74 | $419.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 16 | $8.6M |
| HNW Individuals | 25 | $53.4M |
| 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 | 31 | $337.6M |
| Charitable organizations | <5 | $812,743 |
| State or municipal gov entities | <5 | $18.6M |
| 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 | Portfolio management for individuals and/or small businessesPension consulting services |
|---|---|
| Compensation | % of AUMHourly chargesFixed feesPERCENTAGE OF THE OVERALL ASSETS OF THE QUALIFIED PLAN |
Identifiers
| SEC RIA File Number | 801-78910 |
|---|---|
| SEC ERA File Number | 801-78910 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 129601 |
| Legal Entity Identifier | None |
Principal Office
6930 CARROLL AVENUESTE. 407
TAKOMA PARK
MD
United States
Monday - Friday, 8:00 A.M. - 5:30 P.M.
Tel: 301-326-1521, Fax: 301-579-4113
Websites
Chief Compliance Officer
MARK J. IVCEVICH
MANAGING MEMBER
6930 CARROLL AVENUE
STE. 407
TAKOMA PARK
MD
United States
Tel:
301-326-1521
Fax:
301-579-4113
M***@****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| IVCEVICH, MARK, JOSEPH | Individual | – | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | 08/2014 | > 75% |