QUESTIS PORTFOLIO PARTNERS, LLC
CRD #168729 SEC #801-78472 CHARLESTON, SC 855-843-5233
SEC Registered
Total AUM
$11.5M
Discretionary
$11.5M
Employees
4
Clients
--
Accounts
165
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- South Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 1, 2014
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WILBOURNE, STEPHEN, PHILIP | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| WILBOURNE, STEPHEN, PHILIP | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| WILBOURNE, STEPHEN, PHILIP | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| CARLSON, JAMES, LOUIS | I | MEMBER | B | Control |
| CARLSON, JAMES, LOUIS | I | MEMBER | B | Control |
| CARLSON, JAMES, LOUIS | I | MEMBER | B | Control |
| TABB, JOHN, MARSHALL | I | MEMBER | B | Control |
| TABB, JOHN, MARSHALL | I | MEMBER | B | Control |
| TABB, JOHN, MARSHALL | I | MEMBER | B | Control |
Registrations
Federal
IA
Apr 1, 2014 REGISTERED
Notice Filings (1)
SC
Address
112 BULL STREET, UNIT ACHARLESTON, SC 29401
United States
Phone: 855-843-5233