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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-17-2025
- Office Locations
- 1
Office Locations
About THE Quick Group LLC
The Quick Group LLC is a New York-based registered investment adviser providing portfolio management and wealth planning, including asset allocation, charitable and insurance planning, and business succession support. The firm serves both retail and institutional clients, with a focus on entrepreneurs, and invests across ETFs and fixed income alongside select private credit, real estate, and private placement opportunities. Securities offerings are facilitated through Finalis Securities LLC (FINRA/SIPC).
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Owner & Executives
LESLIE CHRISTOPHER QUICK
Owner
- CRD
- #4810736
- Ownership
- 75% or more
ASHLEIGH COOPER SWAYZE
Chief Compliance Officer, COUNSEL
- CRD
- --
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $111,264,741 | $1,324,580 |
| Non-Discretionary | $0 | -- |
| Total | $111,264,741 | $1,324,580 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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