Morey & Quinn Wealth Partners
Firm details
- Headquarters
- Omaha, Nebraska
- CRD number
- 332074
- Registered since
- August 22, 2024
- Website
- moreyandquinn.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals53.22%
- HNWI45.94%
- Pension & Profit Sharing Plans0.7%
- Corporations / Businesses0.13%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Morey & Quinn Wealth Partners is an independent registered investment adviser organized as an LLC that focuses on individual and family clients. The firm offers financial planning, portfolio management for individuals and small businesses, and selection of outside advisers. It charges fees as a percentage of assets under management and also uses hourly and fixed-fee arrangements. The firm maintains broker-dealer and insurance-broker activity through registered representative relationships, and it operates as a third-party capital allocator to external managers. Morey & Quinn became SEC-registered in 2024 and does not present itself as an active ESG investor.
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 Equities46%
- Public Funds/Mutual Funds46%
- Cash & Cash Equivalents6%
- US Government Bonds2%
- Investment Grade Corp Bonds2%
Contacts
3 of 3
Katie Bruno
Partner, Financial AdvisorCRD 6182203
Michael Morey
Partner, Financial AdvisorCRD 4993325
Pauline Quinn
Partner, Financial AdvisorCRD 2374597
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 94Active vs passive
$97.7M in ETFs
84%
$82.2M
15%
$15.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST CAPITAL STRENGTH ETF (FTCS) | First Trust | Passive | Large Blend | $7.4M | 78,413 | 7.54% |
Location
Omaha, NE
Douglas
Location
Omaha, NE
Headquartered in Omaha, NE, anchoring the Omaha-Council Bluffs-Fremont, NE-IA metro in the Midwest.
- Metro area
- Omaha-Council Bluffs-Fremont, NE-IA
- Region
- Midwest
- County
- Douglas
- Address
- 11225 Davenport St
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Pflug Koory, LLC
RIAOmaha, NE
Lawson Kroeker Investment Management Inc
RIAOmaha, NE
Cornerstone Financial Group,LLC
RIAOmaha, NE
Hiley Hunt Wealth Management, Inc.
RIAOmaha, NE
Interalpen Partners, LLC
RIAOmaha, NE
Arkfeld Wealth Strategies, L.L.C.
RIAOmaha, NE