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QUARRY HILL ADVISORS
550 Vandalia Street
Suite 311
Saint Paul, Minnesota 55114
Tel: 6124400318
About QUARRY HILL ADVISORS
QUARRY HILL ADVISORS, formally registered with the SEC as QUARRY HILL ADVISORS. The firm was established in 08/02/2021. They have over 1 offices throughout the country.
QUARRY HILL ADVISORS is a Saint Paul, Minnesota based Financial Planning firm with nearly $226,263,480 assets under management, offering retirement planning & investment advisory services to 640 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 288334 |
| SEC# | 801-122010 |
| Assets Managed by Firm | $226,263,480 |
| No. of Clients | 640 |
| No. of Advisors | 4 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 640 | $226,263,480 |
| Individuals (other than high net worth individuals) | 97 | $56,069,491 |
| High net worth individuals | 65 | $169,781,720 |
| Pension and profit sharing plans | $306,180 | |
| Corporations or other businesses | Fewer than 5 clients | $106,089 |
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