Quadrant Private Wealth
Investment Management • 
Winnipeg, Manitoba, Canada • 21-50 Employees
Company overview
| Headquarters | Suite 720, One Lombard Place, Winnipeg, Manitoba R3B 0X3, CA |
| Phone number | +12049448124 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Investment Management, Insurance, Estate Planning, Financial Advisory, Business Succession Planning, Tax Planning, Wealth Planning, Family Office Services, Consolidated Reporting, Philanthropic Planning, Will Planning |
| Founded | 2005 |
| Employees | 21-50 |
| Socials |
Key Contacts at Quadrant Private Wealth
James Miller
Director Of Wealth Planning
Ben Pfeifer
Director Of Investment Management And Portfolio Manager
Ming Fan
Director
Quadrant Private Wealth Email Formats
Quadrant Private Wealth uses 4 email formats. The most common is {first name}{last name} (e.g., johndoe@quadrantprivate.com), used 63.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@quadrantprivate.com | 76.6% |
{first initial}{last name} | jdoe@quadasset.com | 23.4% |
About Quadrant Private Wealth
Quadrant Private Wealth was established in 2005 and carries on business in Alberta, BC, Manitoba, Ontario and Saskatchewan. Its head office is located in Winnipeg, Manitoba. Quadrant Private Wealth is an independently owned discretionary portfolio management firm focusing on managing wealth for individuals, families, and institutions. Quadrant Private Wealth provides a range of wealth management services such as: Portfolio Management; Wealth Planning; Philanthropic Planning (through GiftPact Foundation Inc.); and Insurance Solutions (through Quadrant Estate & Insurance Services). The content is intended for information purposes only and does not constitute an offer to buy or sell our products or services nor is it intended as investment and/or financial advice on any subject matter. The information was obtained from various sources believed to be reliable. For more important information, please visit https://quadrantprivate.com/disclosures-disclaimer/
Quadrant Private Wealth revenue & valuation
| Annual revenue | $2,994,425 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $9,600,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Quadrant Private Wealth has 16 employees across 4 departments.
Departments
Number of employees
Funding Data
Quadrant Private Wealth has never raised funding before.
Quadrant Private Wealth Tech Stack
Discover the technologies and tools that power Quadrant Private Wealth's digital infrastructure, from frameworks to analytics platforms.
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CDN
Font scripts
Security
JavaScript libraries
Web servers
Form builders
Miscellaneous
Miscellaneous
Programming languages
Analytics
Saudi Arabia
Israel
Australia
Spain
South Africa
Korea, Republic of
Frequently asked questions
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