QBI FINANCIAL, LLC
CRD #286639 SEC #801-109922 CHARLOTTE, NC 980 859 5660
SEC Registered
Total AUM
$14.6M
Discretionary
$14.2M
Employees
11
Clients
0
Accounts
175
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2018 | $14.6M | $14.2M | $447.9K | 11 | 0 |
| Sep 2017 | $13.5M | $13M | $417.9K | 11 | 0 |
| Jun 2017 | $8.4M | $8.4M | $0 | 11 | 0 |
| Apr 2017 | $4.3M | $4.3M | $0 | 10 | 0 |
| Jan 2017 | $0 | $0 | $0 | 5 | 0 |
DateMar 2018
Total AUM$14.6M
Discretionary$14.2M
Non-Disc.$447.9K
Employees11
Clients0
DateSep 2017
Total AUM$13.5M
Discretionary$13M
Non-Disc.$417.9K
Employees11
Clients0
DateJun 2017
Total AUM$8.4M
Discretionary$8.4M
Non-Disc.$0
Employees11
Clients0
DateApr 2017
Total AUM$4.3M
Discretionary$4.3M
Non-Disc.$0
Employees10
Clients0
DateJan 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0