|
⚲
|
| Quincy Wells Advisors LLC
✚
|
|
|---|---|
| CRD # | 307477 |
| SEC # | 801-118231 |
| CIK # | |
| AUM | $87.3 M (2026-03-31) |
| Employees | 22 (91% Investors, 91% Brokers) |
| Phone | 312-356-4875 |
| Address | 145 South Wells, Ste 1301 Chicago, IL 60606 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 58 | 18.3 |
| (b) Individuals (high net worth individuals) | 19 | 26.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 149 | 45.1 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 149 | 45.1 |
| Total | 149 | 45.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 45.1 | |
| Total | 149 | 45.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Redwood Advisory LLC
✚
|
NY | 0.1 |
|
Ivesta Corp
✚
|
NY | 0.1 |
|
Contego Capital Group Inc
✚
|
MN | 0.1 |
|
Wealthfd LLC
✚
|
PA | 0.1 |
|
IBN Financial Services Inc
✚
|
NY | 0.1 |
|
Pacific Global Investment Management Company
✚
|
CA | 0.1 |
|
The Wealthplan LLC
✚
|
NY | 0.1 |
|
Genesis Asset Management Group Inc
✚
|
0.1 | |
|
Eagan Capital Management LLC
✚
|
NY | 0.1 |
|
MACE Capital Management LLC
✚
|
NY | 0.1 |