HTTPS://WWW.INSTAGRAM.COM/THEFINANCIALQUARTERBACK/ • TOMS RIVER, NJ • Investment Advisor How do I update this listing?
Wealth Quarterback is based out of Toms River. Wealth Quarterback is a large advisory firm with 606 clients and discretionary assets under management (AUM) of $138,528,283 (Form ADV from 2019-12-24). Their last reported 13F filing for Q4 2019 included $115,167,189 in managed 13F securities and a top 10 holdings concentration of 30.32%. Wealth Quarterback's largest holding is iShares Core S&P 500 ETF with shares held of 33,885. Whalewisdom has at least 2 13F filings