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SIMON QUICK ADVISORS, LLC
CRD 132330File 801-63357
APPROVED
Retail clients
Custody
Filing as of Jul 28, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$9.01B
Top 10% of cohort (national)
Discretionary AUM
$8.39B
Non-discretionary $615.7M
Clients
1,042
3,057 accounts
Employees
97
Top 10% of cohort in NJ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jul 16, 2004
- Principal office
- 360 MT. KEMBLE AVE, MORRISTOWN, NJ, 07960
- Phone
- 973-525-1000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $9.01B
- Discretionary AUM
- $8.39B
- Non-discretionary AUM
- $615.7M
- Discretionary accounts
- 2,980
- Non-discretionary accounts
- 77
- Total accounts
- 3,057
- AUM per client
- $8.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $97.1M |
| Insurance companies | 6 | $81.9M |
| Charitable organizations | 28 | $500.5M |
| Other investment advisers | Fewer than 5 | $191.2M |
| High net worth individuals | 666 | $7.55B |
| Pooled investment vehicles | 4 | $418.4M |
| Pension and profit sharing plans | 6 | $57.3M |
| Individuals (other than high net worth individuals) | 328 | $109.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — THIRD PARTY MANAGED ASSET PROGRAM
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.