Falists
← Back to search

QUINN FINANCIAL PLANNING, LLC

CRD 150528

Visit website

9501 W. 144TH PLACE, SUITE 300E, ORLAND PARK, IL, 60462, United States

Phone

708-586-7001

Fax

708-586-7001

Registration

— (—)

Source

State registered

Total AUM

$96.0M

Discretionary AUM

$96.0M

Team

1 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-01-20

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals65$22.4M
High net worth individuals45$73.6M

All web addresses on file

Official SEC filing: View on IAPD