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Ql Analytics (W. Conshohocken)


Ql Analytics is a related adviser based in W. Conshohocken. It manages $2.58 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Pennsylvania.

Ql Analytics provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for businesses and institutional clients, selection of other advisers, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ql Analytics: assets under management

The assets under management (AUM) of Ql Analytics is $2.58 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -76% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $2.58 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.29 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ql Analytics for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Christopher Charles Geczy Managing member 1 Jan 2010 75% - 100% 5699978

Based in W. Conshohocken

The principal office where Ql Analytics performs its advisory services is located at One Tower Bridge, W. Conshohocken, PA 19428, 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 610-341-3900 or by fax 610-341-9455. The normal business hours are 9:00am to 5:00pm on Monday - Friday.


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