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:

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VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
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VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411

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