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- Custodian
- US Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-10-2020
- Office Locations
- 1
Office Locations
About Quinley Stewardship LLC
Quinley Stewardship LLC (CRD 309888) is a licensed investment adviser providing personalized investment management, insight, and accountability to individuals, families, and businesses. Offerings also include financial planning support, 529 planning, and insurance guidance. The firm’s investment work is described as active management and asset allocation, using public-market vehicles such as mutual funds with exposure areas including public equity and real estate.
Team overview
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Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
KEVIL SCOTT QUINLEY
Chief Compliance Officer, Manager, Managing Member
- CRD
- #4310129
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,288,157 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,288,157 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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