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QUINCY WELLS ADVISORS, LLC
CRD 307477 · SEC 801-118231
145 SOUTH WELLS, STE 1301, CHICAGO, IL, 60606, United States
Phone
312-356-4875
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$87.3M
Discretionary AUM
$40.0M
Team
22 total employees; 20 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 232 | $40.5M |
| High net worth individuals | 13 | $37.3M |
| Pension/profit sharing plans | 1 | $9.5M |
| Corporations/business entities | 1 | $81K |
States served
AL, AZ, CA, CO, IL, IN, KS, KY, MA, MI, MN, NV, NJ, NY, NC, OH, PA, SC, TN, UT, VA, WI, VI, MO, TX, FL
Official SEC filing: View on IAPD