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They include 481 individual clients, 394 high-net-worth individuals, and 8 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 1 April 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Quadrant Private Wealth Management offer?","answer":"Quadrant Private Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, education planning, estate planning, insurance, philanthropic planning, retirement plan services, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Quadrant Private Wealth Management charge?","answer":"Quadrant Private Wealth Management charges 0.60%–1.50% a year for its Wealth management. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.","source":"DISCLOSURE BROCHURE FOR QUADRANT PRIVATE WEALTH MANAGEMENT, LLC, filed 1 April 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Quadrant Private Wealth Management use?","answer":"Quadrant Private Wealth Management’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $1.11B and Charles Schwab & Co., Inc. (San Francisco, CA), with $323M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Quadrant Private Wealth Management have?","answer":"Quadrant Private Wealth Management has 12 investment adviser representatives registered with state securities authorities, out of 19 employees, and 12 perform investment advisory functions. 5 employees are registered representatives of a broker-dealer and 6 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Quadrant Private Wealth Management invest in?","answer":"At the end of its last fiscal year, Quadrant Private Wealth Management’s separately managed accounts held 32% exchange-traded equities, 30% other, 19% registered funds (mutual funds, ETFs, BDCs), 10% cash and equivalents, 5% investment grade corporate bonds and 4% state and local bonds. The 30% other category is described as: Alternative Investments, Preferred Stocks and Other Investments.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Quadrant Private Wealth Management?","answer":"Quadrant Private Wealth Management is owned through a chain of holding companies by Ferdinand FFP Parent, Inc., CD&R Ferdinand Co-Investor, L.P. and Clayton, Dubilier & Rice Fund Xii, L.P. Its direct owner is Focus Operating, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 1 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Quadrant Private Wealth Management get paid?","answer":"Quadrant Private Wealth Management is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Quadrant Private Wealth Management registered with the SEC?","answer":"Yes, Quadrant Private Wealth Management has been registered with the SEC as an investment adviser since 1 July 2015. Its CRD number is 277044 and its SEC file number is 801-106484.","source":"Form ADV Part 1A, Item 1, filed 1 April 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Quadrant Private Wealth Management?","answer":"Quadrant Private Wealth Management’s main office is at 3850 Sierra Circle, Ste 300, Center Valley, PA 18034. Its phone number is 610-849-2743. 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