Simon Quick Advisors, LLC

Registered investment advisor · Morristown, New Jersey · CRD #132330

Assets Under Management

$9B

Client Accounts

3,057

Employees

CRD Number

132330

Registration

SEC Registered

Custodian

Fidelity Brokerage Services Llc, Charles Schwab & Co., Inc., Pershing Llc

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Simon Quick Advisors, LLC

Simon Quick Advisors, LLC is a registered investment advisor and wealth management firm located in Morristown, New Jersey. Established in 2004, the firm specializes in providing comprehensive fiduciary services to high-net-worth individuals, families, foundations, and endowments. With a focus on independent, client-first management, Simon Quick emphasizes personalized wealth management through a low advisor-to-client ratio and a collaborative culture. The firm offers a range of services, includ

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Not reported

Performance-based fees Yes

Contacts, 13F holdings & brochure intel for Simon Quick Advisors, LLC

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Frequently Asked Questions

What is Simon Quick Advisors, LLC's AUM?

Simon Quick Advisors, LLC reports approximately $9B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Simon Quick Advisors, LLC headquartered?

Simon Quick Advisors, LLC is headquartered in Morristown, New Jersey.

What is Simon Quick Advisors, LLC's CRD number?

Simon Quick Advisors, LLC's CRD number is 132330. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.