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Julie Marie-Rafferty Quick

VISION CAPITAL PARTNERS·NOVI, Michigan
Clean recordVISION CAPITAL PARTNERS
28175 HAGGERTY RD, NOVI, MI 48377CRD# 4399536Firm CRD# 175147

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Julie Marie-Rafferty Quick · NOVI, MI
Registration
CRD #4399536 · VISION CAPITAL PARTNERS
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Julie Marie-Rafferty Quick is a registered financial advisor based in NOVI, Michigan, affiliated with VISION CAPITAL PARTNERS. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
VISION CAPITAL PARTNERS
VISION CAPITAL PARTNERS
AUM
$127M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at VISION CAPITAL PARTNERS →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4399536
Firm CRD# 175147
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Julie Marie-Rafferty Quick offer?
Julie Marie-Rafferty Quick specializes in Financial Planning, Investment Management. Contact their office in NOVI, Michigan for a consultation.
What are Julie Marie-Rafferty Quick's credentials?
Julie Marie-Rafferty Quick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Julie Marie-Rafferty Quick located?
Julie Marie-Rafferty Quick is based in NOVI, Michigan, working with VISION CAPITAL PARTNERS. Their office serves clients in the NOVI metropolitan area and surrounding communities.
How does Julie Marie-Rafferty Quick charge for services?
Julie Marie-Rafferty Quick's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VISION CAPITAL PARTNERS?
VISION CAPITAL PARTNERS has approximately 3 employees and manages $127M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at VISION CAPITAL PARTNERS

Jennifer Puckett Hunter
ANN ARBOR, MI
Thomas Wesley Duncan
ANN ARBOR, MI

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Research
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