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Building 2QUINT INVESTMENTS AND INSURANCE

Map pinWAPPINGERS FALLS, NY
Phone845-345-3628
NotebookSEC #801-118831
Total AUM
$110.4M
Employees
9
Clients
412

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
210 NEW HACKENSACK ROAD
WAPPINGERS FALLS
NY 12590
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
845-345-3628
Other Offices
1

ReceiptFinancials

Total AUM
$110.4M
Accounts
771
Discretionary
$103.6M
Accounts
761
Non-Discretionary
$6.8M
Accounts
10

ContactClients

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Individual Clients
386
AUM
$80.7M
HNW Individual Clients
11
AUM
$21.3M
Pension/Profit Sharing Plan Clients
9
AUM
$6.6M
Charitable Organization Clients
1
AUM
$753.6K
Corporation or Business Clients
4
AUM
$876.5K
Other Clients
1
AUM
$137.8K
Description of Other Clients
ANNUITY

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTNY

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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