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QTRON INVESTMENTS LLC

BOSTON, MA · CRD 285608 · IAPD ↗ · 617-514-7340

$1.23BRegulatory AUM
4Advisory reps
7Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — QTRON INVESTMENTS LLC shrank from 7 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
57
April 2024 — QTRON INVESTMENTS LLC grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.