QUINT INVESTMENTS AND INSURANCE - Financial Advisor in New York, Wappingers Falls

Tel: 845-345-3628 210 New Hackensack Road Wappingers Falls, New York 12590

About QUINT INVESTMENTS AND INSURANCE

QUINT INVESTMENTS AND INSURANCE is a Wappingers Falls, New York based financial advisory firm with nearly $55,976,194 in assets under management and provides investment advisory services for 338 clients. There are currently 9 financial advisors at the firm.

General Information

Firm CRD#:

168463

Firm SEC#:

801-118831

Assets Under Management:

$55,976,194

No. of Clients:

338

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Top Financial Advisory Firms in New York, Wappingers Falls

FirmCRD#:304559

SEC#:801-116929

No. of Advisors:5

No. of Clients:388

AUM:$190,489,645

FirmCRD#:106199

SEC#:801-51163

No. of Advisors:4

No. of Clients:300

AUM:$107,000,000

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

SAGE INVESTMENT ADVISERS LLC

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388

$190,489,645

GRIMALDI PORTFOLIO SOLUTIONS, INC

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300

$107,000,000

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