Quarry Hill Advisors
Firm details
- Headquarters
- Saint Paul, Minnesota
- CRD number
- 288334
- Registered since
- August 2, 2021
- Website
- quarryhilladvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI88.62%
- Individuals11.13%
- Corporations / Businesses0.17%
- Charitable Organizations0.09%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Quarry Hill Advisors is an independent, SEC-registered RIA organized as a limited liability company and registered in 2021. The firm serves individuals and families and functions as a capital allocator, incorporating third-party managers into client portfolios. Its fee model includes AUM-based charges alongside hourly and fixed-fee engagements. Core advisory services listed by the firm include financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds54%
- Exchange Traded Equities44%
- Cash & Cash Equivalents2%
- Non-Exchange Traded Equities1%
- Investment Grade Corp Bonds1%
Contacts
3 of 4
Kyle Moore
Founder & Financial PlannerCRD 6689134
Bjorn Amundson
Partner and Financial PlannerCRD 5049255
Thomas Limborg
Associate Financial PlannerCRD 7950919
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 50Active vs passive
$255M in ETFs
9%
$22.2M
90%
$233M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS US SMALL CAP VALUE ETF (AVUV) | Avantis | Active | Small Value | $55.6M | 445,593 | 21.77% |
Location
Saint Paul, MN
Ramsey
Location
Saint Paul, MN
Headquartered in Saint Paul, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Ramsey
- Address
- 550 Vandalia St
- Time zone
- CT (UTC-6)
- Office locations
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