Quincy Cass Associates, Incorporated
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 686
- Registered since
- January 1, 1936
- Website
- www.quincycass.com
Firm profile
FINTRXOverview
Quincy Cass Associates, Incorporated is organized as a corporation and is registered with the SEC (registration date listed as 1936). The firm is owned by an individual and is classified in the data as "Unclassified." The profile indicates the firm is not a capital allocator, is not an active ESG investor, is not a multi-state adviser, is not newly formed, does not act as a pension consultant, and is not listed as a related adviser. Specifics about fee schedules, client segments, business lines, and advisory activities were not provided in the source data.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Mark Minichiello
Chief Executive OfficerCRD 1863304

Daniel Guay
Chief Financial OfficerCRD 4015808

Deanna Adams
Chief Investment OfficerCRD 7475707
Contacts
3 of 5
Jens Spitta
Senior Wealth AdvisorCRD 432314
Guadalupe Benitez Chavez
ShareholderCRD 4524777
Rebecca Terrazas
Executive Vice PresidentCRD 4745911
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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