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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 $292,382,348 assets under management, offering retirement planning & investment advisory services to 909 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 288334 |
| SEC# | 801-122010 |
| Assets Managed by Firm | $292,382,348 |
| No. of Clients | 909 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 909 | $292,382,348 |
| Individuals (other than high net worth individuals) | 117 | $89,313,081 |
| High net worth individuals | 68 | $202,203,096 |
| Charitable organizations | Fewer than 5 clients | $315,324 |
| Corporations or other businesses | Fewer than 5 clients | $550,847 |
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