SIMON QUICK ADVISORS, LLC

360 Mt. Kemble Ave
Morristown, New Jersey 07960
Tel: 973-525-1000

About SIMON QUICK ADVISORS, LLC

SIMON QUICK ADVISORS, LLC, formally registered with the SEC as SIMON QUICK ADVISORS, LLC. The firm was established in 07/16/2004. They have over 6 offices throughout the country.

SIMON QUICK ADVISORS, LLC is a Morristown, New Jersey based Financial Planning firm with nearly $5,752,893,260 assets under management, offering retirement planning & investment advisory services to 2900 clients. The firm is staffed with 83 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	132330
SEC#	801-63357
Assets Managed by Firm	$5,752,893,260
No. of Clients	2900
No. of Advisors	83

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (THIRD PARTY MANAGED ASSET PROGRAM)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2900	$5,752,893,260
Individuals (other than high net worth individuals)	225	$86,674,767
High net worth individuals	473	$4,646,218,030
Pension and profit sharing plans	5	$23,446,477
Charitable organizations	24	$376,997,666
Other investment advisers	1	$165,598,446
Corporations or other businesses	2	$6,660,432

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BLACKROCK INVESTMENT MANAGEMENT, LLC 1 University Square Drive Princeton, NJ, 08540	$458,191,510,749	46332	1483
PGIM INVESTMENTS LLC 655 Broad Street Newark, NJ, 07102	$315,351,503,018	167	558

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