Golden Butterfly

Finance · United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

United States

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About Golden Butterfly

QVM Group LLC, led by Richard Shaw, specializes in Investment Research and Advice for high-net-worth investors. They collaborate with clients to develop customized portfolios of both public and private assets, aligning with individual needs and preferences. The firm focuses on creating goal-oriented, long-term portfolios that articulate the 'What, Why, and How' in achieving financial objectives. Unlike generic model portfolios, QVM Group recognizes the uniqueness of each client, offering personalized portfolio designs. As a Registered Investment Advisor, they provide services on an hourly or flat fee basis without engaging in the sale of investments or custody of client assets.Explore more
Popular SearchesGolden ButterflySIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Golden Butterfly

<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
1987
Scott Wynant, Managing Director at Crossmark Wealth Management
Scott WynantManaging Director
<$5M
11-50
Private
-
2000
WH
William HesterPortfolio Manager
<$5M
1-10
Private
-
1995
KA
Kimberly AdamsManager, Operations
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
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Golden Butterfly Tech Stack

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Frequently Asked Questions Regarding Golden Butterfly

What is Golden Butterfly's official website?
Golden Butterfly's official website is www.qvminvest.com
What is Golden Butterfly's Revenue?
Golden Butterfly's revenue is <$5 Million
What is Golden Butterfly's SIC code?
Golden Butterfly's SIC: 62,628
What is Golden Butterfly's NAICS code?
Golden Butterfly's NAICS: 52,523
How many employees does Golden Butterfly have?
Golden Butterfly has 11-50 employees
What industry does Golden Butterfly belong to?
Golden Butterfly is in the industry of: Finance, Securities Trading
What is Golden Butterfly competition?
Golden Butterfly top competitors include: Evanson Asset Management, Contrary Investor, Canadian Couch Potato, Able to Pay
What technology does Golden Butterfly use?
Some of the popular technologies that Golden Butterfly uses are: Sectigo, InMotion Hosting
What does Golden Butterfly do?

QVM Group LLC, led by Richard Shaw, specializes in Investment Research and Advice for high-net-worth investors. They collaborate with clients to develop customized portfolios of both public and private assets, aligning with individual needs and preferences. The firm focuses on creating goal-oriented, long-term portfolios that articulate the 'What,... Why, and How' in achieving financial objectives. Unlike generic model portfolios, QVM Group recognizes the uniqueness of each client, offering personalized portfolio designs. As a Registered Investment Advisor, they provide services on an hourly or flat fee basis without engaging in the sale of investments or custody of client assets.Read More

Is Golden Butterfly a public company?
Golden Butterfly is private company therefore does not currently have an official ticker symbol
See more information about Golden Butterfly

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