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Janis Zvingelis

Qrg Capital Management, Inc.

Berwyn, PA

Flower Mound, TX

CRD 5158206

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Employer firm

Qrg Capital Management, Inc. CRD 305277

$11.4B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Qrg Capital Management, Inc.

1000 Chesterbrook Boulevard , Suite 250, Berwyn, PA 19312 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-06
IL RA APPROVED 2020-03-23
  • TX RA
    APPROVED
    Since 2026-01-06
  • IL RA
    APPROVED
    Since 2020-03-23

Branch Locations

1000 Chesterbrook Boulevard , Suite 250, Berwyn, PA 19312 • United States

Flower Mound, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Qrg Capital Management, Inc. Chicago IL 01/2020 Present
Envestnet Chicago IL 06/2008 Present
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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