Quillion Wealth Management

Finance · Maryland, United States · 11-50 Employees

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Overview

Headquarters

401 E Pratt St Fl 28, Baltimore, Marylan...

Phone Number

(443) 961-3500

Revenue

$5.3 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
2
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About Quillion Wealth Management

Quillion is a disciplined and innovative wealth management firm that focuses on delivering strong risk-adjusted returns for its clients. The company offers a range of services including wealth and investment management, multi-generational wealth and family office services, corporate retirement plan services, and business succession planning. Quillion primarily serves high-net-worth individuals, families, and professionals in the sports and entertainment sectors. Their investment philosophy emphasizes thorough research, verification, and active management to tailor portfolios to meet client needs.Explore more
Popular SearchesQuillion Wealth ManagementQuillionQuillion Wealth Management| LLCQuillion LLCQuillion Wealth Management LLCSIC Code 62,628NAICS Code 52,523Show more

Quillion Wealth Management Org Chart

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Senior Vice President Wealth Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Quillion Wealth Managemen...

$5.3M
11-50
Private
-
2013
VC
Valerie CampbellSenior Vice President Wealth Advisor
$7.7M
11-50
Private
-
2007
AS
Ajaykumar ShahLife Insurance & Pension Plan Specialist
$5.3M
11-50
Private
-
1986
KR
Kevin ReidingerFinancial Planner
<$5M
1-10
Private
-
2018
PL
Peter LeeCEO & Senior Wealth Advisor
<$5M
1-10
Private
-
2008
JN
Jeffrey NicholsonManager, Operations
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
-
JM
Jason MinFinancial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Quillion Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Quillion Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Quillion Wealth Management.

Quillion Wealth Management Tech Stack

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Frequently Asked Questions Regarding Quillion Wealth Management

What is Quillion Wealth Management's official website?
Quillion Wealth Management's official website is www.quillionwm.com
What is Quillion Wealth Management's Revenue?
Quillion Wealth Management's revenue is $5.3 Million
What is Quillion Wealth Management's SIC code?
Quillion Wealth Management's SIC: 62,628
What is Quillion Wealth Management's NAICS code?
Quillion Wealth Management's NAICS: 52,523
How many employees does Quillion Wealth Management have?
Quillion Wealth Management has 11-50 employees
What industry does Quillion Wealth Management belong to?
Quillion Wealth Management is in the industry of: Finance, Securities Trading
What is Quillion Wealth Management competition?
Quillion Wealth Management top competitors include: Copper Canyon Wealth Management, BeamaLife, Cape Cod Wealth Strategies & Insurance Services, Inflection Wealth Management
What technology does Quillion Wealth Management use?
Some of the popular technologies that Quillion Wealth Management uses are: WordPress.org, PHP, Cloudflare Website Optimization, Proofpoint
How do I contact Quillion Wealth Management?
Quillion Wealth Management contact info: Phone number: (443) 961-3500 Website: www.quillionwm.com
What does Quillion Wealth Management do?

Quillion is a disciplined and innovative wealth management firm that focuses on delivering strong risk-adjusted returns for its clients. The company offers a range of services including wealth and investment management, multi-generational wealth and family office services, corporate retirement plan services, and business succession planning. Quilli... on primarily serves high-net-worth individuals, families, and professionals in the sports and entertainment sectors. Their investment philosophy emphasizes thorough research, verification, and active management to tailor portfolios to meet client needs.Read More

Is Quillion Wealth Management a public company?
Quillion Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Quillion Wealth Management

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