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 that positions itself as a capital allocator for individual and family clients. The firm, SEC-registered in 2024, combines financial planning and portfolio management for individuals and small businesses with manager selection capabilities. It also operates as a registered representative of a broker-dealer and as an insurance broker, and charges fees by percentage of assets under management as well as hourly and fixed-fee engagements. The firm does not emphasize ESG investing and does not present itself as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 3KATIE 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 90Active vs passive
$85.9M in ETFs
85%
$72.8M
15%
$13.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST CAPITAL STRENGTH ETF (FTCS) | First Trust | Passive | Large Blend | $7.4M | 80,226 | 8.66% |
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
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