|
⚲
|
| Kay Quinn Financial LLC
✚
|
|
|---|---|
| CRD # | 123983 |
| SEC # | 801-80953 |
| CIK # | |
| AUM | $100.3 MM (2023-03-14) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 615-297-3434 |
| Address | 2931 Berry Hill Drive Nashville, TN 37204 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 118 | 38.1 |
| (b) Individuals (high net worth individuals) | 28 | 62.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 615 | 100.3 |
| By Discretionary | ||
| Discretionary | 615 | 100.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 615 | 100.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 100.3 | |
| Total | 615 | 100.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Goodstein Wealth Management LLC
✚
|
CA | 0.1 |
|
Innova Advisors LLC
✚
|
FL | 0.1 |
|
Asset Planning Corporation
✚
|
FL | 0.1 |
|
Baker & Yoest Investment Advisers Inc
✚
|
IL | 0.1 |
|
Ridge Capital Management LLC
✚
|
GA | 0.1 |
|
Intercarolina Financial Services Inc
✚
|
NC | 0.1 |
|
Feltl Advisors LLC
✚
|
MN | 0.1 |
|
Ironridge Wealth Management LLC
✚
|
GA | 0.1 |
|
Wiregrass Investment Management LLC
✚
|
GA | 0.1 |
|
Claremont Financial Group Inc
✚
|
CA | 0.1 |