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Building 2SIMON QUICK ADVISORS, LLC

Map pinMORRISTOWN, NJ
Phone973-525-1000
NotebookSEC #801-63357
Total AUM
$9B
Employees
97
Clients
1,042

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
360 MT. KEMBLE AVE
MORRISTOWN
NJ 07960
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
973-525-1000
Other Offices
7

ReceiptFinancials

Total AUM
$9B
Accounts
3,057
Discretionary
$8.4B
Accounts
2,980
Non-Discretionary
$615.7M
Accounts
77

ContactClients

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Individual Clients
328
AUM
$109.3M
HNW Individual Clients
666
AUM
$7.6B
Pooled Vehicle Clients
4
AUM
$418.4M
Pension/Profit Sharing Plan Clients
6
AUM
$57.3M
Charitable Organization Clients
28
AUM
$500.5M
Investment Advisor Clients
1
AUM
$191.2M
Insurance Company Clients
6
AUM
$81.9M
Corporation or Business Clients
3
AUM
$97.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
THIRD PARTY MANAGED ASSET PROGRAM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTFLLAMANENJNVNYORPATNTXWAWI

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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