Gardner Russo & Quinn LLC

RIASEC Registered

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 institutional RIA that provides discretionary portfolio management for individuals and families, pooled investment vehicles, and institutional clients. The firm is SEC-registered (initial registration year 1992) and operates as an owner-managed limited liability company. Its advisory fees combine a percentage-of-AUM model with performance-based fee arrangements, and it acts as sponsor/GP/managing member for pooled vehicles it advises. Gardner Russo & Quinn does not identify as an active ESG investor.