QUINN WEALTH ADVISORS, A SERIES OF INDEPEN. WEALTH PARTNERS, LLC

QUINN WEALTH ADVISORS
CHADDS FORD, Pennsylvania·2 registered advisors·CRD# 166144
SEC# 801-774370484-482-8201
01

Firm Overview

AUM
$48M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementFee-Only Advisory
04

Advisors at QUINN WEALTH ADVISORS, A SERIES OF INDEPEN. WEALTH PARTNERS, LLC

2 registered advisors
Barbara Mckeon Quinn
CHADDS FORD, Pennsylvania
Kevin Charles Quinn
CHADDS FORD, Pennsylvania
05

Office Locations

CHADDS FORD, Pennsylvania
2 advisors

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Data sourced from SEC Form ADV filings. QUINN WEALTH ADVISORS, A SERIES OF INDEPEN. WEALTH PARTNERS, LLC (CRD# 166144) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.