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Building 2MOREY & QUINN WEALTH PARTNERS

Map pinOMAHA, NE
Phone(402) 502-9900
NotebookSEC #801-130974
Total AUM
$373.4M
Employees
4
Clients
550

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11225 DAVENPORT STREET
SUITE 109
OMAHA
NE 68154
United States
Operating Hours
8:30-4:30
Monday - Friday
Phone
(402) 502-9900

ReceiptFinancials

Total AUM
$373.4M
Accounts
1,575
Discretionary
$370M
Accounts
1,572
Non-Discretionary
$3.4M
Accounts
3

ContactClients

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Individual Clients
508
AUM
$198.7M
HNW Individual Clients
40
AUM
$171.6M
Pension/Profit Sharing Plan Clients
1
AUM
$2.6M
Corporation or Business Clients
1
AUM
$498.9K

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
AZFLGAIAILLAMNMONESDTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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