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Quorus Inc.

EST. AUM
$148,224,228

CONTACTS

CLIENT ACCOUNTS
240

Firm Details

Metro area Stamford
CRD Number 323161
Website quorus.io
Client types

Overview

Quorus Inc. is an SEC-registered investment advisory firm headquartered in Westport, Connecticut, founded in 2022. The firm provides technology-enabled portfolio management and sub-advisory services to financial advisors, asset managers, institutional clients, and high-net-worth investors through a customizable separately managed account (SMA) platform. Quorus specializes in active, tax-managed investment strategies, enabling advisors to deliver personalized portfolios that incorporate custom restrictions, tax overlays, and model portfolios while maintaining trading automation.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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