About Quad-cities Investment Group, LLC
<p>From its base in Davenport in the Quad Cities metro along the Mississippi River, Quad-Cities Investment Group, LLC works with individuals and businesses on retirement and wealth planning.</p> <p>The firm is an SEC-Registered Investment Adviser and reports $0.4B in assets under management (2026). Its work spans life planning, investment management, trust services, and planning for estates and charitable giving, along with business planning and risk management.</p> <p>For employers that want help running a plan without building an internal committee, the firm provides 3(21) fiduciary services as a <a href="/plan-advisors">plan advisor</a>. It also works with high net worth individuals, retail investors, and corporate clients.</p> <p>Quad-Cities Investment Group is a member of the Geneseo Chamber of Commerce and publishes a knowledge center with weekly commentary. The combination of 3(21) fiduciary support and ongoing education content is a practical fit for sponsors who want clear guidance and regular communication.</p> <ul> <li>SEC-registered investment advisory firm</li> <li>3(21) fiduciary services for retirement plans</li> <li>Investment management and life planning</li> <li>Estate, charitable giving, and trust services</li> <li>Business planning and risk management</li> </ul>
Website: https://www.quadcitiesinvestmentgroup.com/
Office Locations
- Davenport, IA (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $389.9M