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QUINT WEALTH MANAGEMENT, INC.

UUID9386c831-d3fc-5a6c-bfb2-5dccba485dac
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:52
Updated2025-10-23 02:23:52

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 168463 168463 1.0
sec_file_number 801-118831 801-118831

Profile

WebsiteHTTPS://WWW.QUINTII.COM
HQ CityWAPPINGERS FALLS
HQ StateNY
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • QUINT INVESTMENTS AND INSURANCE adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)88,515,065.0
  • RAUM (discretionary)81,192,196.0
  • Actionable assets21,878,833.0
  • Accounts709.0

Institutional Clients

  • Government AUM0.0
  • Pension AUM6,323,336.0
  • Charitable AUM514,706.0
  • HNW AUM15,040,791.0

As of 2025-06-25 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.