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.
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 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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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.
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.