THE QUICK GROUP LLC

Overview

The Quick Group LLC is a boutique advisory that manages concentrated equity allocations for individual, family and select institutional clients while operating as a registered representative of a broker‑dealer. The firm runs discretionary portfolio management under a percentage‑of‑AUM fee model and emphasizes direct exposure to exchange‑traded equities and ETF strategies as its primary investment vehicle. The adviser does not advertise an ESG or sustainable investing focus and is not registered as a multi‑state adviser. Investment activity centers on equity‑first allocations with selective use of third‑party mutual funds for tactical or complementing exposure. On the advisory side the firm focuses on individuals and small businesses, tailoring managed accounts rather than large pooled vehicles. The Quick Group also allocates to alternative solutions—private placements, real estate and REITs, private credit and digital currency—indicating a willingness to extend beyond public markets for yield, diversification and opportunistic returns.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices