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Building 2QUINN WEALTH ADVISORS

Map pinCHADDS FORD, PA
Phone484-482-8201
NotebookSEC #801-77437
Total AUM
$52M
Employees
1
Clients
81

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
BRANDYWINE FIVE, 1 DICKINSON DRIVE
SUITE 103
CHADDS FORD
PA 19317
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
484-482-8201

ReceiptFinancials

Total AUM
$52M
Accounts
135
Discretionary
$51.9M
Accounts
133
Non-Discretionary
$6K
Accounts
2

ContactClients

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Individual Clients
61
AUM
$23.9M
HNW Individual Clients
19
AUM
$28M
Charitable Organization Clients
1
AUM
$74.5K

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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