Q
$23.9M Total AUM
$23.9M Disc. AUM
-- 3Y CAGR
2 Employees
35 ADV. Clients
19 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Folio Investments ยท Goldman Sachs
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-06-2007
- Office Locations
- 1
Office Locations
-- Bozeman MT
About Quinn Capital LLC
Quinn Capital LLC is a Bozeman, MT-based retail RIA founded in 2007. The firm provides discretionary portfolio construction for individual investors, implemented through ETF-based separately managed accounts. Custody relationships include Goldman Sachs and Folio Investments.
Team overview
-- AVG AGE
$23.9M AVG AUM / ADVISOR
$682.7K AVG AUM / CLIENT
16.9 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Custodian
Available
Services
Available
Owner & Executives
E
EMMY YEE-MAY CHUCK
PARTNER
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
P
PAUL WILLIAM QUINN
Assistant Project Manager, FOUNDER
- CRD
- #5292113
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,892,759 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,892,759 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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