On May 27, 2025, Simon Quick Advisors announced that it acquired Proquility Private Wealth Partners.
Simon Quick Advisors (“Simon”) announced, on May 27, 2025, that it acquired Proquility Private Wealth Partners (“Proquility”). The existing team at Proquility will remain in place. Further terms of the deal were not disclosed.
Simon, based in Morristown, New Jersey, is a registered investment advisor offering wealth management services to high-net-worth individuals and families. As of December 31, 2024, Simon oversaw $8.4 billion in assets under advisement and $6.7 billion in assets under management. ECHELON Partners served as financial advisor to Simon.
Proquility, based in Las Vegas, is a registered investment advisor specializing in retirement, tax, and estate planning. As of March 2025, Proquility had approximately $355.6 million in assets under management. Turkey Hill served as financial advisor to Proquility.
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