← Back to searchVisit website
Q CAPITAL SOLUTIONS
RWQ FINANCIAL MANAGEMENT SERVICES, INC.
CRD 297541 · SEC 801-120734
CA, United States
Phone
732-600-5557
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$222.3M
Discretionary AUM
$222.3M
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 142 | $41.8M |
| High net worth individuals | 83 | $170.7M |
| Pension/profit sharing plans | 8 | $9.8M |
States served
CA, KY, NJ, PA, FL
All web addresses on file
Official SEC filing: View on IAPD