Quinn Wealth Advisors, A Series Of Indepen. Wealth Partners, LLC (Chadds Ford)

Name: Quinn Wealth Advisors, A Series Of Indepen. Wealth Partners, LLC
Address: Brandywine Five, 1 Dickinson Drive, Chadds Ford, PA, 19317
Telephone: 484-482-8201

Quinn Wealth Advisors, A Series Of Indepen. Wealth Partners, LLC is a related adviser based in Chadds Ford. It manages $33.39 million of regulatory assets for 136 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of Pennsylvania.

Quinn Wealth Advisors, A Series Of Indepen. Wealth Partners provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Quinn Wealth Advisors, A Series Of Indepen. Wealth Partners: assets under management

The assets under management (AUM) of Quinn Wealth Advisors, A Series Of Indepen. Wealth Partners, LLC is $33.39 million. The firm's AUM has grown by 237% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $33.26 million in discretionary accounts and $130.24 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $263.96 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $13.02 thousand.

Investments

The firm invests in exchange traded securities the most. They account for 81% of the total AUM. The second-largest asset type is investment grade corporate bonds, which make up 8% of the firm’s portfolio. Investments in cash and cash equivalents form 6% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Quinn Wealth Advisors, A Series Of Indepen. Wealth Partners, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Quinn Wealth Advisors, A Series Of Indepen. Wealth Partners serves?

The firm provides services to individuals, charitable organizations, and high net worth individuals. The largest group of clients of Quinn Wealth Advisors, A Series Of Indepen. Wealth Partners is high net worth individuals with 14 clients and $17.26 million of assets under management. Among the 1 most similar advisory firms, Quinn Wealth Advisors, A Series Of Indepen. Wealth Partners has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $33.39 million for 95 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Quinn Wealth Advisors, A Series Of Indepen. Wealth Partners doesn't advise any private funds.

Careers at Quinn Wealth Advisors, A Series Of Indepen. Wealth Partners, LLC

The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Kevin Charles Quinn	President, chief compliance officer, series manager	1 Nov 2012	75% - 100%	870074
Llc Dt Investment Partners	Llc manager of independent wealth partners, llc	1 Nov 2012	Other	157646
Jonathan Darrell Smith	Series manager	1 Nov 2012	Other	2655073
Barbara Mckeon Quinn	Series manager	1 Nov 2012	Other	6140765

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Jonathan Darrell Smith	Owner	1 Oct 2012	25% - 50%	2655073
John Leroy Blair	Owner	1 Oct 2012	25% - 50%	3109469
Andrew Christopher Zimmerman	Owner	1 Oct 2012	25% - 50%	5117248
Margaret Cecelia Ritter	Owner	1 Oct 2012	25% - 50%	1079005

Based in Chadds Ford

The principal office where Quinn Wealth Advisors, A Series Of Indepen. Wealth Partners, LLC performs its advisory services is located at Brandywine Five, 1 Dickinson Drive, Chadds Ford, PA 19317, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 484-482-8201 or by fax 484-775-2024. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at quinnwealthadvisors.com.