Quartz Partners Investment Management

RIASEC Registered

Total AUM

$612M

Discretionary

$358M

59% of AUM

Avg account

$479K

Accounts

1,277

Employees

Advisory reps

Firm details

Headquarters: Saratoga Springs, New York
CRD number: 174327
Registered since: January 20, 2015
Website: www.quartzpartners.com
Custodians: RBC CAPITAL MARKETS, LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Other Investment Advisers34.71%
HNWI33.63%
Individuals25.52%
Pension & Profit Sharing Plans5.53%
Corporations / Businesses0.57%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Quartz Partners Investment Management is a limited liability company that is registered with the SEC (registered in 2015). The firm serves both individual and family clients as well as institutional investors, offering advisory services that include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Its fee arrangements include both percentage-of-assets-under-management and fixed-fee structures. The firm reports activity as an ESG investor and maintains industry affiliations that include a broker-dealer relationship and ties to insurance and other investment-adviser entities. Ownership is listed as a combination of a domestic entity and an individual.