GARDNER RUSSO & QUINN LLC

RIASEC RegisteredEst. 1992

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 SEC-registered advisory firm organized as an LLC and operating since 1992. The firm concentrates on discretionary portfolio management for individuals and families, pooled investment vehicles, and business or institutional clients. Compensation is primarily a percentage of assets under management supplemented in some cases by performance-based fees. Gardner Russo & Quinn is not positioned as an ESG-active investor, and it serves a mix of individual/family and institutional clients. The firm also sponsors and acts as a general partner or managing member for pooled investment vehicles it advises.