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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 28 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Simon Quick Advisors have?","answer":"Simon Quick Advisors has 38 investment adviser representatives registered with state securities authorities, out of 97 employees, and 77 perform investment advisory functions. 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