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Quinn Financial Partners, LLC (Nashville)


Quinn Financial Partners, LLC is a large advisory firm based in Nashville. It manages $102.84 million of regulatory assets for 1,015 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of Florida, Indiana, Tennessee, and Texas.

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Quinn Financial Partners provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Quinn Financial Partners: assets under management

The assets under management (AUM) of Quinn Financial Partners, LLC is $102.84 million. The firm's AUM has grown by 98% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $99.51 million in discretionary accounts and $3.34 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $104.31 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $54.68 thousand.
Quinn Financial Partners has custody of $11.2 million in cash and securities for 35 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Quinn Financial Partners, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Nashville

The principal office where Quinn Financial Partners, LLC performs its advisory services is located at 2726 Larmon Drive, Nashville, TN 37204, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 615-297-3434 or by fax 615-297-3414. The normal business hours are 8 a.m. to 5 p.m. on Monday - Friday. You can find more information about the New York firm at quinnfinancialpartners.com.


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