Quillion Wealth Management

Finance · Maryland, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

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

Phone Number

(443) 961-3500

Revenue

$5.3 Million

Industry

Finance Securities Trading

About Quillion Wealth Management

Quillion Wealth Management is a disciplined investment firm focused on delivering strong risk-adjusted returns through active management and tailored asset allocation strategies. They offer a range of services including wealth and investment management, multi-generational wealth services, corporate retirement plans, and business succession planning. Their intended clients include high-net-worth individuals, families, sports and entertainment professionals, and businesses seeking comprehensive financial solutions. Quillion is committed to a rigorous investment philosophy that emphasizes research, verification, and continuous improvement to achieve desired client outcomes.Explore more
SIC Code 62,628NAICS Code 52,523Show more

Quillion Wealth Management Org Chart

PhoneEmail
JS
United States flag for contact location.

Team Member

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
CB
United States flag for contact location.

Private Wealth Advisor

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Compare Similar Companies to Quillion Wealth Management

Compare insights from companies similar to Quillion Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Quillion Wealth Managemen...

$5.3M
11-50
Private
-
2013
$7.7M
11-50
Private
-
2007
SB
Sally BhaidaniVice President, Business Management
$5.3M
11-50
Private
-
1986
SB
Sara BentonFinancial Planner
Illustration of an envelope

Quillion Wealth Management Tech Stack

A closer look at the technologies used by Quillion Wealth Management

Top Finance Companies

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: BeamaLife, Chartered Financial Services
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 Wealth Management is a disciplined investment firm focused on delivering strong risk-adjusted returns through active management and tailored asset allocation strategies. They offer a range of services including wealth and investment management, multi-generational wealth services, corporate retirement plans, and business succession planning... . Their intended clients include high-net-worth individuals, families, sports and entertainment professionals, and businesses seeking comprehensive financial solutions. Quillion is committed to a rigorous investment philosophy that emphasizes research, verification, and continuous improvement to achieve desired client outcomes.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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.