Jordon Michael Popp
Advisor at Quattro Advisors L.L.C. — Pittsburgh, PA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
11 years
Location
Pittsburgh, PA 15201
Quattro Advisors L.L.C.
Team
Total advisors
5Clients per advisor
78 HighAvg AUM per client
$894,177 TypicalHNW client ratio
50% HighJordon Popp is a financial advisor at Quattro Advisors L.L.C. in Pittsburgh, PA, holding a Series 65 designation with 10 years of industry experience. He has been with Quattro Advisors since 2013. Quattro Advisors provides investment advisory, financial planning, and family-office style services primarily to high-net-worth individuals, trusts, estates, business entities, retirement plans, and private funds. The firm offers tailored advice and active portfolio oversight, investing across public and private markets and acting as a sponsor and adviser to proprietary private funds.
Based on Quattro Advisors L.L.C.
Based on Quattro Advisors L.L.C.
Certain clients may have flat annual fee arrangements depending on amount invested
0.20% to 1.5% per annum (tiered fee schedule, exact tiers not specified)
Standard hourly billing rates for Financial Advisory Services, fees subject to negotiation
Pittsburgh, PA
3495 Butler Street, Suite 100
Pittsburgh PA 15201
Advisors at this office
5
Pennsylvania
11 years of industry experience
Quattro Advisors
2013 - Present • 13 years
Pittsburgh, PA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A felony or certain misdemeanor charges, whatever the outcome, including dismissals and acquittals.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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