Quinn Stauffer Financial, LLC is a large advisory firm based in Nashville. It manages $161.39 million of regulatory assets for 1,373 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of California, Florida, Indiana, and 3 other states.
Quinn Stauffer Financial provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Quinn Stauffer Financial, LLC is $161.39 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 57% since the beginning of its operation, and $34.81 thousand of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Quinn Stauffer Financial, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Quinn Stauffer Financial is high net worth individuals with 45 clients and $83.11 million of assets under management. Among the 9 most similar advisory firms, Quinn Stauffer Financial has the 4th lowest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $161.39 million for 375 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Quinn Stauffer Financial doesn't advise any private funds.
The company employs 5 people that are either part- or full-time employees. 60 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Quinn Stauffer Financial, LLC performs its advisory services is located at 2726 Larmon Drive, Nashville, TN 37204, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 615-297-3434 or by fax 615-297-3414. The normal business hours are 8 a.m. to 5 p.m. on Monday - Friday. You can find more information about the New York firm at qs-financial.com.