Quint Investments and Insurance

RIASEC RegisteredEst. 2020

Total AUM

$110M

Discretionary

$104M

94% of AUM

Avg account

$143K

Accounts

771

Employees

Advisory reps

Firm details

Headquarters: Wappingers Falls, New York
CRD number: 168463
Registered since: June 1, 2020
Website: www.quintii.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals73.12%
HNWI19.27%
Pension & Profit Sharing Plans6.01%
Corporations / Businesses0.79%
Charitable Organizations0.68%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Quint Investments and Insurance is an independently owned registered investment adviser organized as a corporation and registered with the SEC in 2020. The firm identifies as a capital allocator and serves both individual/family and institutional clients. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Advisory capabilities emphasize financial planning, discretionary portfolio management for individuals and small businesses, pension consulting, and the selection of outside advisers when appropriate. The firm is affiliated with an insurance company and does not position itself as an active ESG investor.