Quillpen Advisors, LLC
RIASEC Registered
Total AUM
$19.7M
Discretionary
$19.7M
100% of AUM
Avg account
$281K
Accounts
70
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 308896
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI83.43%
- Individuals16.57%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Quillpen Advisors, LLC is an independent, individually owned registered investment adviser serving individual and family clients. The firm offers financial planning and portfolio management for individuals and small businesses and charges clients on a percentage-of-assets-under-management basis alongside hourly fees for advisory work. Quillpen does not position itself as a capital allocator and does not identify as an ESG-focused or multi-state adviser in the available filings.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities73%
- Cash & Cash Equivalents14%
- US Government Bonds9%
- Non-Exchange Traded Equities4%
Contacts
1 of 1Paul Nixon
OwnerCRD 7278300
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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