Quick & Reilly, Inc. is a large advisory firm based in New York. It manages $120 million of regulatory assets for 1,100 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.
Quick & Reilly provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for approximately 1,000 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Quick & Reilly, Inc. is $120 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Quick & Reilly, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Donald Edmund Froude has been acting as President since 1 May 2000. Gerard Mattia joined the executive team most recently as the Chief Operating Officer.
The principal office where Quick & Reilly, Inc. performs its advisory services is located at 26 Broadway, New York, NY 10004, which is also the mailing address of the firm. An additional office of the firm is in Garden City, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-747-3850 or by fax 646-826-7160. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at quickandreilly.com.