Gene Alexander Qualman

Overview

Gene Alexander Qualman is a single-owner, independent registered investment adviser organized as a sole proprietorship and run by Gene Alexander Qualman. The firm charges clients a percentage-of-AUM advisory fee and combines portfolio management for individuals and small businesses with accounting-related services. Its client base includes both individual and family clients as well as some institutional relationships. The adviser identifies as an active ESG investor, does not function as a third-party capital allocator, and is not registered as a multistate adviser.

Assets & Accounts

Investments & Alternatives