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Building 2QCI ASSET MANAGEMENT INC

Map pinPITTSFORD, NY
Phone585-218-2060
NotebookSEC #801-12815
Total AUM
$4.5B
Employees
32
Clients
1,413

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1040 PITTSFORD VICTOR ROAD
PITTSFORD
NY 14534
United States
Operating Hours
8:00 A.M - 5:00 P.M.
Monday - Friday
Phone
585-218-2060

ReceiptFinancials

Total AUM
$4.5B
Accounts
3,225
Discretionary
$2.5B
Accounts
3,128
Non-Discretionary
$2B
Accounts
97

ContactClients

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Individual Clients
702
AUM
$181.1M
HNW Individual Clients
572
AUM
$1.6B
Investment Company Clients
1
AUM
$72.2M
Pension/Profit Sharing Plan Clients
88
AUM
$2.1B
Charitable Organization Clients
21
AUM
$41.8M
Government Entity Clients
1
AUM
$84.8M
Corporation or Business Clients
28
AUM
$484.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTFLILMAMDNCNJNYOHORPATXVAWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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