QUINT INVESTMENTS AND INSURANCE
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
FINTRXOverview
Quint Investments And Insurance is an independent, individual-owned SEC-registered RIA (registered in 2020) that acts as a capital allocator for both individual/family and institutional clients. The firm bills clients through a mix of AUM-based fees, hourly charges and fixed fees. Its advisory services, as described in regulatory filings, include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. Quint reports an affiliation with an insurance company and does not identify as an active ESG investor or a multi-state adviser.
Assets & Accounts
Investments & Alternatives
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
Asset composition
- Public Funds/Mutual Funds55%
- Exchange Traded Equities38%
- US Government Bonds3%
- Investment Grade Corp Bonds2%
- Cash & Cash Equivalents2%
Contacts
3 of 8JASON KORMES
Investment Adviser RepresentativeCRD 7022147
Nancy Coenen
Financial AdvisorCRD 7347333
Derek DiMaso
Investment Adviser RepresentativeCRD 7743397
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Wappingers Falls, NY
DUTCHESS
Location
Wappingers Falls, NY
Headquartered in Wappingers Falls, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- DUTCHESS
- Address
- 210 New Hackensack Rd
- Time zone
- ET (UTC-5)
- Office locations
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