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GARDNER RUSSO & QUINN LLC
CRD 106114 · SEC 801-41357
223 EAST CHESTNUT STREET, LANCASTER, PA, 17602, United States
Phone
717.299.1385
Fax
717.399.3170
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$9.45B
Discretionary AUM
$9.45B
Team
47 total employees; 8 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 131 | $103.0M |
| High net worth individuals | 1012 | $4.52B |
| Pooled investment vehicles | 11 | $2.59B |
| Pension/profit sharing plans | 14 | $196.0M |
| Charitable organizations | 72 | $659.8M |
| Corporations/business entities | 4 | $48.5M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD