Quinn Wealth Advisors A Series of Indepen Wealth Partners LLC
Legal Name: QUINN WEALTH ADVISORS, A SERIES OF INDEPEN. WEALTH PARTNERS, LLC
Full Contact Details
Quinn Wealth Advisors A Series of Indepen Wealth Partners LLC
BRANDYWINE FIVE, 1 DICKINSON DRIVE, SUITE 103, CHADDS FORD, PA
484-482-8201
484-775-2024
Other Info
Quinn Wealth Advisors, legally known as Quinn Wealth Advisors, a Series of Indepen Wealth Partners LLC, is a Delaware-based Limited Liability Company with one advisory employee. It's unclear how many clients the firm serves, but its SEC status is approved, with a registration date of January 22, 2013.
Quinn Wealth Advisors
Financial and investment advisors with over 30 years of experience in providing wealth management, retirement planning and financial planning ideas & solutions.
Direct Owners
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BARBARA MCKEON QUINN
SERIES MANAGER owns less than 5%
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DT INVESTMENT PARTNERS, LLC
LLC MANAGER OF INDEPENDENT WEALTH PARTNERS, LLC owns more than 10% but less than 25%
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JONATHAN DARRELL SMITH
SERIES MANAGER owns less than 5%
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KEVIN CHARLES QUINN
PRESIDENT, CHIEF COMPLIANCE OFFICER, SERIES MANAGER owns 75% or more
Indirect Owners
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JONATHAN DARRELL SMITH
OWNER owns more than 25% but less than 50%