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THE QUICK GROUP LLC

NEW YORK, NY · CRD 334472 · IAPD ↗ · tqgllc.com · 6464963900

$111.3MRegulatory AUM
1Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
4States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

46
July 2025 — THE QUICK GROUP LLC notice-filed in FL, NJ, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
July 2025 — THE QUICK GROUP LLC now reports custody of client assets ($7.3M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
July 2025 — THE QUICK GROUP LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
50
March 2025 — THE QUICK GROUP LLC's Item 11 disclosure-reporting entries rose by 1 (0 -> 1).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
95
February 2025 — THE QUICK GROUP LLC (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.