TrueAdvisor
TrueAdvisor
JM
CFP
JM
CFP

James Vincent Mcgurren

Simon Quick Advisors, LLC
19 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Simon Quick Advisors, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
33 advisors
Number of Clients
803 clients
Average Client Portfolio
$8.4M average
Assets Under Management
$6.7B

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$20,000

Location

12 E 49th St, 7th Floor, New York, NY, 10017

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Simon Quick Advisors, LLC
October 2019 - Present · 6 yrs 4 mos
Previous Registrations
Next Capital Management LLC
November 2011 - October 2019 · 7 yrs 11 mos
Dartmouth Advisory Services,inc.
June 2006 - May 2013 · 6 yrs 11 mos
State Registrations3 states
LANYTX
Advisor
Exams
No exam information available for this advisor.