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Quorum Investment Counsel, LLC (Boca Raton)


Quorum Investment Counsel, LLC is a large advisory firm based in Boca Raton. It manages $131.87 million of regulatory assets for 73 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of California and Florida.

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Quorum Investment Counsel provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Quorum Investment Counsel: assets under management

The assets under management (AUM) of Quorum Investment Counsel, LLC is $131.87 million. The firm's AUM has gone down by -36% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $72.54 million in discretionary accounts and $59.33 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.13 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $6.59 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Quorum Investment Counsel, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Boca Raton

The principal office where Quorum Investment Counsel, LLC performs its advisory services is located at 2255 Glades Road, Boca Raton, FL 33431, which is also the mailing address of the firm. An additional office of the firm is in Sausalito, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 305-372-1611 or by fax 305-372-1617. The normal business hours are appointment only on Monday - Friday. You can find more information about the New York firm at quorumria.com.


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