Managing Member and Chief Investment Officer · Quotient Wealth Partners, LLC
Timothy R. Harder
CRD 2398163 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Quotient Wealth Partners, LLC, an SEC-registered wealth manager based in Dallas, TX with $4.9 billion in regulatory assets, lists Timothy R. Harder on its Form ADV as Managing Member and Chief Investment Officer, a control person. The SEC filings also name Timothy at 1 other registered adviser.
Firms and roles
- Quotient Wealth Partners, LLCManaging Member and Chief Investment OfficerWealth manager · Dallas, TX · $4.9B in regulatory assets
- Quotient Wealth Asset Management, LLCManaging Member / Chief Investment OfficerAsset manager · Dallas, TX · $0M in regulatory assets
AtlasMembers
Timothy’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- JONATHAN A. BLUMENTHALManaging Member, Quotient Wealth Partners, LLC
- Brandon M RossManaging Member, Quotient Wealth Partners, LLC
- Jeffrey E RamseyDirector of Operations, Chief Compliance Officer, Quotient Wealth Partners, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Timothy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.