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Home > Retirement Planners > virginia > charlottesville > QUINN OPPORTUNITY PARTNERS
QUINN OPPORTUNITY PARTNERS
2 Boars Head Place
Suite 250
Charlottesville, Virginia 22903
Tel: 917-770-2705
About QUINN OPPORTUNITY PARTNERS
QUINN OPPORTUNITY PARTNERS, formally registered with the SEC as QUINN OPPORTUNITY PARTNERS. The firm was established in 02/18/2015. They have over 1 offices throughout the country.
QUINN OPPORTUNITY PARTNERS is a Charlottesville, Virginia based Financial Planning firm with nearly $1,026,099,009 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 167470 |
| SEC# | 801-80967 |
| Assets Managed by Firm | $1,026,099,009 |
| No. of Clients | 5 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Performance Based
- Other (PERFORMANCE-BASED ALLOCATIONS)
Advisory Services Provided
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 5 | $1,026,099,009 |
| Corporations or other businesses | 1 | $414,449,156 |
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