CRD: 307477
Quincy Wells Advisors, LLC
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- Custodian
- Charles Schwab & Company ยท RBC
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-16-2020
- Office Locations
- 23
Office Locations
About Quincy Wells Advisors, LLC
Great Point Wealth Advisors provides holistic wealth planning and portfolio management, integrating systematic saving, tax planning, and risk/insurance consulting while coordinating with complementary professionals. The firm serves busy clients nationwide across emerging to generational wealth, focused on protecting and growing assets and generating income for financial independence. It also supports tax-efficient intergenerational and philanthropic transfer planning and estate administration, with client access via Schwab/Fidelity portals and RightCapital.
Team overview
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Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Valerie Cummins
Supervisor
- CRD
- #6203544
- Ownership
- Less than 5%
Jonathan Frame
Chief Compliance Officer
- CRD
- #3057547
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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JAMES DAVID BEAUDOIN
Managing Partner
- CRD
- #2992651
CLEMONT LEE BEVILL
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- CRD
- #1790971
Showing 2 of 28 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,963,430 | $154,299 |
| Non-Discretionary | $47,383,404 | $322,336 |
| Total | $87,346,834 | $215,140 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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