Overview
Assets Under Management: $292 million
Headquarters: SAINT PAUL, MN
High-Net-Worth Clients: 68
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 68
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.16
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 909
Discretionary Accounts: 843
Non-Discretionary Accounts: 66
Regulatory Filings
CRD Number: 288334
Last Filing Date: 2025-01-27 00:00:00
Website: https://quarryhilladvisors.com