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Quinn, Catherine V (Nashville)


Quinn, Catherine V is a large advisory firm based in Nashville. It manages $55 million of regulatory assets for 430 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Indiana and Tennessee.

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Quinn, Catherine V provides financial planning services, portfolio management for individuals and small businesses, and market timing services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Quinn, Catherine V: assets under management

The assets under management (AUM) of Quinn, Catherine V is $55 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 72% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $55 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $127.91 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Quinn, Catherine V for their services and products based on a percentage of assets under management, hourly charges, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Nashville

The principal office where Quinn, Catherine V performs its advisory services is located at 2000 Glen Echo Road, Nashville, TN 37215, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 615-297-3434 or by fax 615-297-3414. The normal business hours are 8 a.m. to 5 p.m. on Monday - Friday. You can find more information about the New York firm at www.kayquinnfinancial.com.


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