Quiver Financial Holdings LLC

Quiver Financial Holdings LLC (CRD# 305224) is a financial advisory firm headquartered in San Clemente, CA. They manage $68,000,000 in 295 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
501 North El Camino Real, Suite 200, San Clemente, CA 92672
https://twitter.com/quiverfinancial?lang=en
By the Numbers
  • Total Assets Under Management
    68
    MILLION
  • Total Number of Accounts
    295
    ACCOUNTS
  • Average Account Value
    $230,508
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Quiver Financial Holdings LLC
Showing 1 - 3 of 3 top financial advisors.
1
Richard McFadden, financial advisor San Clemente CA
Richard C. McFadden
CRD#: 2765788
501 North El Camino Real, Suite 200, San Clemente, CA 92672

Richard McFadden (CRD# 2765788) is an Investment Advisor Representative working at Quiver Financial Holdings LLC in San Clemente, CA and has over 27 years of experience in the finance industry.

2
Patrick Morehead, financial advisor La Mirada CA
Patrick Morehead
CRD#: 6661646
La Mirada, CA

Patrick Morehead (CRD# 6661646) is an Investment Advisor Representative working at Quiver Financial Holdings LLC in La Mirada, CA and has over 7 years of experience in the finance industry.

3
Justin Singletary, financial advisor San Clemente CA
Justin M. Singletary
CRD#: 6325695
501 North El Camino Real, Suite 200, San Clemente, CA 92672

Justin Singletary (CRD# 6325695) is an Investment Advisor Representative working at Quiver Financial Holdings LLC in San Clemente, CA and has over 6 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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