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SIMON QUICK ADVISORS, LLC
CRD 132330 · SEC 801-63357
360 MT. KEMBLE AVE, MORRISTOWN, NJ, 07960, United States
Phone
973-525-1000
Fax
973-525-1100
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$9.01B
Discretionary AUM
$8.39B
Team
97 total employees; 77 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees; THIRD PARTY MANAGED ASSET PROGRAM
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 328 | $109.3M |
| High net worth individuals | 666 | $7.55B |
| Pooled investment vehicles | 4 | $418.4M |
| Pension/profit sharing plans | 6 | $57.3M |
| Charitable organizations | 28 | $500.5M |
| Other investment advisers | 1 | $191.2M |
| Insurance companies | 6 | $81.9M |
| Corporations/business entities | 3 | $97.1M |
States served
AZ, CA, CO, LA, MA, NE, NV, NJ, NY, OR, PA, TN, WI, WA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD