QW
Quam Wealth Advisory Group Llc
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 155903
·
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ADV data as of Feb 05, 2015
- Regulatory AUM
- $6.0M
- Discretionary
- $0
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 40
- Employees
- 0
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Donna Marie Quam | Registered representative | CFP | Jan 2011 (16y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/05/2015 | 1.22 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 05, 2015.
View current Form ADV (SEC/IAPD) ↗