Assets Under Management
$6.7B
Number of Clients
803
Number of Advisors
33
Average Client AUM
$8.4M
AUM per Advisor
$203.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Simon Quick provides wealth management, investment consulting, financial planning, administrative, bill pay, and tax planning services to individuals, families, pension and non-profit business entities, endowments, and foundations. They also advise affiliated private investment funds and act as a sub-advisor to third-party funds and RIAs. The firm allocates client funds to investment managers, non-affiliated private funds and affiliated private funds.
360 Mt. Kemble Ave, Morristown, NJ, 07960