Simon Quick Advisors
Finance · New Jersey, United States · 51-200 Employees
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Overview
Headquarters
360 Mount Kemble Ave, Morristown, New Je...Phone Number
(973) 525-1000Website
www.simonquickadvisors.comRevenue
$41.2 MillionIndustry
ZI Rank: 3
Signal Type
Dec
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ZI Rank
3
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3
About Simon Quick Advisors
At Simon Quick, exceptional service means having a dedicated advisor and support team who understand the intricacies of your wealth. With a carefully managed advisor-to-client ratio of 1:30 (as of 9/30/2024), we ensure you receive the personalized attention and high-touch service your financial needs deserve.Explore more
Simon Quick Advisors Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Simon Quick Advisors
$41.2M
51-200
Private
-
2004
TS
Thomas SorrentinoPrincipal & Chief Financial Officer
$29.9M
51-200
Private
<$5M
1990
Scott BarbeeFinancial Planner & Manager, Wealth & Chief Financial Officer, Family
Company Profile Activity
Activity Insights
Simon Quick Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Simon Quick Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Simon Quick Advisors.
Simon Quick Advisors Tech Stack
A closer look at the technologies used by Simon Quick Advisors
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Most Recent Scoops
Facilities Relocation / Expansion
Simon Quick Advisors is planning to move offices in March 2026. The move will impact approximately 9 employees at the existing office located at 3811 Turtle Creek Blvd, Suite #410, Dallas, TX.
Facilities Relocation/Expansion
Facilities Relocation / Expansion
Facilities Relocation/Expansion, Business Development
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Promotion
Executive Move
Simon Quick Advisors has announced that Darcy O'Brien has been promoted to the role of Managing Director & Chief Marketing Officer.
Mergers & Acquisitions (M&A)
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Frequently Asked Questions Regarding Simon Quick Advisors
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At Simon Quick, exceptional service means having a dedicated advisor and support team who understand the intricacies of your wealth. With a carefully managed advisor-to-client ratio of 1:30 (as of 9/30/2024), we ensure you receive the personalized attention and high-touch service your financial needs deserve.... Read More
