TL
Thomas W. Limborg
QUARRY HILL ADVISORS
Saint Paul, MN 55114
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CRD#: 7950919
TL
Professional summary
Thomas William Limborg is a registered financial advisor currently at QUARRY HILL ADVISORS located in Saint Paul, Minnesota.
Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Thomas has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Thomas William Limborg's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 16, 2024 - Present
QUARRY HILL ADVISORS
Office #1: 550 Vandalia Street Suite 311, Saint Paul, MN 55114RIA
CRD#: 288334
Saint Paul, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
QH
QUARRY HILL ADVISORS
QUARRY HILL ADVISORS | QUARRY HILL ADVISORS, LLC
CRD#: 288334 / SEC#: 801-122010
RIA
Registered Investment Advisory firm - (8/2/2021 Approved)Florida
Registered Investment Advisory firm - (8/12/2021 Terminated)Minnesota
Registered Investment Advisory firm - (8/12/2021 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Minnesota(7/16/2024)
Exams
Current Firm
QH
QUARRY HILL ADVISORS
QUARRY HILL ADVISORS | QUARRY HILL ADVISORS, LLC
CRD#: 288334 / SEC#: 801-122010
RIA
Registered Investment Advisory firm - (8/2/2021 Approved)Florida
Registered Investment Advisory firm - (8/12/2021 Terminated)Minnesota
Registered Investment Advisory firm - (8/12/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
550 Vandalia Street Suite 311, Saint Paul, MN 55114
Mailing Address
Phone number
(612) 440-0318
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 909 |
| AUM (Assets Under Management) | $ 292,382,348 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 02/15/2024 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
QUARRY HILL ADVISORS
CRD#: 288334Saint Paul, MN 55114TRUST BUT VERIFY
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