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QUINN WEALTH ADVISORS, A SERIES OF INDEPEN. WEALTH PARTNERS, LLC
QUINN WEALTH ADVISORS, A SERIES OF INDEPEN. WEALTH PARTNERS, LLC
QUINN WEALTH ADVISORS
CHADDS FORD, Pennsylvania
·
2 registered advisors
·
CRD# 166144
SEC# 801-77437
0
484-482-8201
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 Planning
Investment Management
Fee-Only Advisory
04
Advisors at QUINN WEALTH ADVISORS, A SERIES OF INDEPEN. WEALTH PARTNERS, LLC
2 registered advisors
Barbara Mckeon Quinn
CHADDS FORD, Pennsylvania
CRD# 6140765
Kevin Charles Quinn
CHADDS FORD, Pennsylvania
CRD# 870074
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
.