Quincy Cass Associates, Incorporated

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
8
Avg account
$0

Firm details

Headquarters
Los Angeles, California
CRD number
686
Registered since
January 1, 1936

Firm profile

FINTRX

Overview

Quincy Cass Associates, Incorporated is a small, privately held investment advisory corporation run by an individual owner. The firm is classified as "unclassified" in the snapshot data and does not act as a capital allocator or pension consultant. It does not present itself as an active ESG investor and is not set up as a multi-state adviser or a related adviser to another firm. The available information indicates a narrow, owner-driven advisory business rather than a multi-office, multi-product enterprise.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Mark Minichiello

    Mark Minichiello

    Chief Executive OfficerCRD 1863304

  • Daniel Guay

    Daniel Guay

    Chief Financial OfficerCRD 4015808

  • Deanna Adams

    Deanna Adams

    Chief Investment OfficerCRD 7475707

Contacts

3 of 5
  • Jens Spitta

    Jens Spitta

    Senior Wealth AdvisorCRD 432314

  • Guadalupe Benitez Chavez

    ShareholderCRD 4524777

  • Rebecca Terrazas

    Executive Vice PresidentCRD 4745911

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Los Angeles, CA

Los Angeles

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
11111 Santa Monica Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth