Quigley Financial LLC
Firm details
- Headquarters
- ,
- CRD number
- 144704
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- HNWI95.3%
- Individuals4.7%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Quigley Financial LLC operates as an independent registered investment adviser focused on financial planning and portfolio management for individuals, families and small businesses. The firm shows a clear equity tilt: exchange-traded equities dominate its reported assets and are the primary vehicle used to implement client strategies. Advisory services are delivered on a non-discretionary basis, with clients retaining final authority over trading decisions and the firm providing advice under hourly and fixed-fee arrangements. Quigley Financial’s model centers on ongoing planning and consultative portfolio oversight rather than large-scale capital allocation or sponsor-driven product distribution.
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 Equities80%
- Investment Grade Corp Bonds10%
- State & Local Bonds5%
- Cash & Cash Equivalents5%
Contacts
1 of 1
Desmond Quigley
PresidentCRD 5399905
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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