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QUINN WEALTH ADVISORS
Brandywine Five, 1 Dickinson Drive
Suite 103
Chadds Ford, Pennsylvania 19317
Tel: 484-482-8201
About QUINN WEALTH ADVISORS
QUINN WEALTH ADVISORS, formally registered with the SEC as QUINN WEALTH ADVISORS. The firm was established in 01/22/2013. They have over 1 offices throughout the country.
QUINN WEALTH ADVISORS is a Chadds Ford, Pennsylvania based Financial Planning firm with nearly $51,954,664 assets under management, offering retirement planning & investment advisory services to 135 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 166144 |
| SEC# | 801-77437 |
| Assets Managed by Firm | $51,954,664 |
| No. of Clients | 135 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 135 | $51,954,664 |
| Individuals (other than high net worth individuals) | 61 | $23,873,429 |
| High net worth individuals | 19 | $28,006,763 |
| Charitable organizations | Fewer than 5 clients | $74,472 |
More Retirement Planning firms in Chadds Ford, Pennsylvania:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $7,909,760,294,676 | 209 | 980 | |
| $501,645,588,245 | 80 | 101 | |
| $432,749,681,046 | 153 | 262 | |
| $194,796,322,013 | 93301 | 411 | |
| $190,960,333,268 | 377 | 657 |
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