Gardner Russo & Quinn LLC

RIASEC RegisteredEst. 1992

Total AUM

$9.4B

Discretionary

$9.4B

100% of AUM

Avg account

$7M

Accounts

1,346

Employees

Advisory reps

Firm details

Headquarters: Lancaster, Pennsylvania
CRD number: 106114
Registered since: April 1, 1992
Custodians: PERSHING LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI47.88%
Pooled Investment Vehicles27.42%
Other14.04%
Charitable Organizations6.98%
Pension & Profit Sharing Plans2.07%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Gardner Russo & Quinn LLC is an SEC-registered investment adviser formed in 1992 and organized as an LLC under individual ownership. The firm serves both individuals/families and institutional clients, primarily through discretionary portfolio management. Its advisory services cover separately managed accounts, pooled investment vehicles, and portfolio management for businesses or institutions. The firm also acts as a sponsor/general partner/managing member of pooled vehicles, indicating an active role in structuring and operating private funds. Fee arrangements include traditional percentage-of-AUM billing plus performance-based fees for certain strategies. Gardner Russo & Quinn does not identify as an active ESG investor and is not listed as a multi-state adviser in the provided data.