Andrew Zoraian is a registered investment advisor at Quantum Portfolio Management, LLC, based in New York, NY. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 67 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Quantum Portfolio Management (QMPM) does not directly charge clients for investment management. Instead, QMPM provides sub-advisory services to other registered investment advisors, who then charge their clients. QMPM also manages wrap fee programs, where clients pay a single fee that includes advisory, administrative, and commission costs. The fees for these services are negotiable and vary on a case-by-case basis.
Location
10 E. 53rd Street, Suite 1400, New York, NY, 10022
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Quantum Portfolio Management, LLC
Index Technologies Group LLC
State Registrations1 state
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