Back to top

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on May 25, 2019
    • $1.3B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2K
      Accounts
    • $659.4K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

5

name start date
Ryan Riley Omensetter
April 2019
Andrew Christopher Zimmerman
July 2011
John Leroy Blair
July 2011
Jonathan Darrell Smith
July 2011
Megan Elise Hoyer
February 2018

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Independent Wealth Advisors LLC IAR $0
    Quinn Wealth Advisors IAR $29,423,233

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Jonathan Darrell Smith Ceo,Cfo -Member April, 2011 25% to 50%
      Andrew Christopher Zimmerman Member - Chief Investment Strategist April, 2011 10% to 25%
      John Leroy Blair Member - Vp April, 2011 10% to 25%
      Devon Williams Daniels Member April, 2011 10% to 25%
      Stacey Ann Scheb Chief Compliance Officer May, 2019 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees