Overview
Assets Under Management: $123 million
Headquarters: NASHVILLE, TN
High-Net-Worth Clients: 42
Average Client Assets: $2.1 million
Frequently Asked Questions
KAY QUINN FINANCIAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #123983), KAY QUINN FINANCIAL, LLC is subject to fiduciary duty under federal law.
KAY QUINN FINANCIAL, LLC is headquartered in NASHVILLE, TN.
KAY QUINN FINANCIAL, LLC serves 42 high-net-worth clients according to their SEC filing dated January 26, 2024. View client details ↓
According to their SEC Form ADV, KAY QUINN FINANCIAL, LLC offers financial planning and portfolio management for individuals. View all service details ↓
KAY QUINN FINANCIAL, LLC manages $123 million in client assets according to their SEC filing dated January 26, 2024.
According to their SEC Form ADV, KAY QUINN FINANCIAL, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.33%
Average Client Assets: $2.1 million
Total Client Accounts: 626
Discretionary Accounts: 626
Regulatory Filings
CRD Number: 123983
Filing ID: 1818659
Last Filing Date: 2024-01-26 10:06:00