Quigley Financial LLC

RIASEC Registered
Total AUM
$109M
Discretionary
$0
0% of AUM
Avg account
$572K
Accounts
190
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
144704
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Hourly Charges, Fixed Fees
Client types
  • HNWI95.3%
  • Individuals4.7%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Quigley Financial LLC operates as an independent registered investment adviser focused on financial planning and portfolio management for individuals, families and small businesses. The firm shows a clear equity tilt: exchange-traded equities dominate its reported assets and are the primary vehicle used to implement client strategies. Advisory services are delivered on a non-discretionary basis, with clients retaining final authority over trading decisions and the firm providing advice under hourly and fixed-fee arrangements. Quigley Financial’s model centers on ongoing planning and consultative portfolio oversight rather than large-scale capital allocation or sponsor-driven product distribution.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 80%, Investment Grade Corp Bonds 10%, State & Local Bonds 5%, Cash & Cash Equivalents 5%80%
  • Exchange Traded Equities80%
  • Investment Grade Corp Bonds10%
  • State & Local Bonds5%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • Desmond Quigley

    Desmond Quigley

    PresidentCRD 5399905

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth