Simon Quick Advisors, LLC

United States; Morristown New Jersey United States; New Jersey United States
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Investor info
Type
Registered Investment Advisors
Stage focus
  • Mergers and Acquisitions
Industry focus
Description
Simon Quick Advisors is a wealth management firm based in Morristown, New Jersey. Established in 2004, the firm creates customized multi-manager investment portfolios for individuals, families, foundations, and endowments. The firm offers customized investment consulting services to endowments and foundations tasked with the fiduciary responsibility of managing institutional capital. It also offers financial planning, retirement planning and estate planning based on individual needs. The assets of the firm are managed by the advisory board members.
Relevant investments
  • Company
    Amount
    Round
  • Example example company Inc
    1000000
    Investor meetings
  • Company & Company
    11000000
    Series C funding
  • Example
    524000
    Seed round A
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Connected people
Email visible after logging in
  • Example Example
    Example Exampleexample[email protected]
  • Example Exampleexample
    Example Exampleexample
  • Notexample Examplenot
    Notexample Examplenotexample example[email protected]
  • Example Examplenotexample
    Example Examplenotexampleexample example[email protected]
  • Example Example
    Example Exampleexample[email protected]
  • Example Example
    Example Exampleexample[email protected]
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