QUESTIS PORTFOLIO PARTNERS, LLC

QUESTIS PORTFOLIO PARTNERS, LLC of CHARLESTON, SC is an SEC-registered investment adviser (CRD 168729). Regulatory assets under management: $11.5M.

Registration

• CRD: 168729
• SEC file number: 801-78472
• Type: Registered investment adviser
• Location: 112 BULL STREET, UNIT A, CHARLESTON, SC, 29401
• Phone: 855-843-5233
• Latest filing: 2014-04-01
• Regulatory AUM: $11.5M
• Discretionary AUM: $11.5M
• Clients: 4
• Accounts: 165

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
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• CRD 168729 on SEC IAPD (source of record)
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