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Building 2QUINCY WELLS ADVISORS, LLC

Map pinCHICAGO, IL
Phone312-356-4875
NotebookSEC #801-118231
Total AUM
$87.3M
Employees
22
Clients
247

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
145 SOUTH WELLS, STE 1301
CHICAGO
IL 60606
United States
Operating Hours
9-5
Monday - Friday
Phone
312-356-4875
Other Offices
6

ReceiptFinancials

Total AUM
$87.3M
Accounts
406
Discretionary
$40M
Accounts
259
Non-Discretionary
$47.4M
Accounts
147

ContactClients

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Individual Clients
232
AUM
$40.5M
HNW Individual Clients
13
AUM
$37.3M
Pension/Profit Sharing Plan Clients
1
AUM
$9.5M
Corporation or Business Clients
1
AUM
$81.4K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOFLILINKSKYMAMIMNMONCNJNVNYOHPASCTNTXUTVAVIWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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