Overview
Assets Under Management: $292 million
Headquarters: SAINT PAUL, MN
High-Net-Worth Clients: 68
Average Client Assets: $3 million
Frequently Asked Questions
QUARRY HILL ADVISORS, 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 #288334), QUARRY HILL ADVISORS, LLC is subject to fiduciary duty under federal law.
QUARRY HILL ADVISORS, LLC is headquartered in SAINT PAUL, MN.
QUARRY HILL ADVISORS, LLC serves 68 high-net-worth clients according to their SEC filing dated January 27, 2025. View client details ↓
According to their SEC Form ADV, QUARRY HILL ADVISORS, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
QUARRY HILL ADVISORS, LLC manages $292 million in client assets according to their SEC filing dated January 27, 2025.
According to their SEC Form ADV, QUARRY HILL ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
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