Qfa, LLC is an adviser based in Naples. It manages $64.9 million of regulatory assets for 200 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Florida.
Qfa provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Qfa, LLC is $64.9 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 4% 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 Qfa, LLC 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.
The principal office where Qfa, LLC performs its advisory services is located at 950 Encore Way, Naples, FL 34110, 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 239-513-0777 or by fax 239-513-1201. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday.