RIA Intel›Advisers›California›QUALITY ASSET MANAGEMENT, LLC

QUALITY ASSET MANAGEMENT, LLC

Advisory

CA

Data as of Jan 8, 2026 · Source: SEC Form ADV

Rank in CA
#3,209
of 5,480 advisers by AUM
Average account
$732K
across 87 accounts
AUM per adviser
$64M
1 advisers

Source: SEC Form ADV. Figures as filed Jan 8, 2026.

Total AUM
$64M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$64M
Discretionary AUM$64M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients17
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

MOK STANLEY QUION
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$64M
+36.6% 1Y
SILVERLIGHT ASSET MANAGEMENT, LLC
NEWPORT BEACH, CA
$64M
WAITE & ASSOCIATES LLC
LOS ANGELES, CA
$64M
-24.4% 1Y
STRONG BRIDGE ADVISORS LLC
SAN FRANCISCO, CA
$64M
Z & P INVESTMENT SERVICES, LLC
IRVINE, CA
$63M
+13.9% 1Y
JOINER FINANCIAL, LLC
EL DORADO HILLS, CA
$63M

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