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Building 2GARDNER RUSSO & QUINN LLC

Map pinLANCASTER, PA
Phone717.299.1385
NotebookSEC #801-41357
Total AUM
$9.4B
Employees
47
Clients
1,346

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
223 EAST CHESTNUT STREET
LANCASTER
PA 17602
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
717.299.1385

ReceiptFinancials

Total AUM
$9.4B
Accounts
1,346
Discretionary
$9.4B
Accounts
1,346
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
131
AUM
$103M
HNW Individual Clients
1,012
AUM
$4.5B
Pooled Vehicle Clients
11
AUM
$2.6B
Pension/Profit Sharing Plan Clients
14
AUM
$196M
Charitable Organization Clients
72
AUM
$659.8M
Corporation or Business Clients
4
AUM
$48.5M
Other Clients
102
AUM
$1.3B
Description of Other Clients
FAMILY FUNDS OTHER THAN PRIVATE FUNDS

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTDCDEFLGAIAIDILINKYLAMAMDMEMIMNMONCNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

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

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