QuadCap Wealth Management, LLC
Financial Services
Frisco, Texas, United States
24 employees
- Employees
- 24
- Contacts
- 2
- Emails
- 2
- Phones
- 1
QuadCap Wealth Management, LLC Overview
- Headquarters
- Frisco, Texas, United States
- Phone Number
- Available in AeroLeads
- Website
- quadcapwm.com
- Industry
- Financial Services
- Employees
- 24
- Founded
- 2009
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About QuadCap Wealth Management, LLC
QuadCap Wealth Management, LLC is a boutique financial planning firm located in Frisco, Texas. At QuadCap Wealth Management, we provide a truly personal, proactive, and comprehensive financial planning service to individuals and families. With a true passion for our work, our goal is to build lifelong relationships with our unparalleled level of service and quality of advice. The QuadCap founders possess a unique blend of investment experience. This combination of traditional and non-traditional backgrounds allow us to view the marketplace with truly open eyes. With this perspective, we are able to create a diverse asset mix with vetted and evaluated products for the individual investor. Visit our website for more information.
QuadCap Wealth Management, LLC Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
- Phone contacts
- 1
- 25.0% coverage
QuadCap Wealth Management, LLC Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Mary Harris |
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| Chaney Patton | Director of Operations at Quadcap Wealth Management, Llc |
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| Cortnie Lomas Rodriguez | Partner / Senior Vice President / Chief Financial Officer at Quadcap Wealth Management, Llc | Dallas, Texas, United States |
Email
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| Monica Sipes, Cfp®, Cima® | I Help Corporate Executives Build Lasting Wealth and Achieve Bold Goals with Unwavering Confidence, Crystal-clear Strategies, and Disciplined | Dallas-fort Worth Metroplex, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
5 profiles
Executive
3 profiles
Director
1 profile
Senior / Lead
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Legal | 1 | 1 | 1 |
| General | 1 | 1 | 0 |
| Finance | 1 | 1 | 0 |
| Operations | 1 | 1 | 0 |
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