QUARTZ PARTNERS INVESTMENT MANAGEMENT

19 Railroad Place
Suite 202
Saratoga Springs, New York 12866
Tel: 800-433-0422

About QUARTZ PARTNERS INVESTMENT MANAGEMENT

QUARTZ PARTNERS INVESTMENT MANAGEMENT, formally registered with the SEC as QUARTZ PARTNERS INVESTMENT MANAGEMENT. The firm was established in 01/20/2015. They have over 9 offices throughout the country.

QUARTZ PARTNERS INVESTMENT MANAGEMENT is a Saratoga Springs, New York based Financial Planning firm with nearly $251,414,069 assets under management, offering retirement planning & investment advisory services to 1164 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	174327
SEC#	801-80822
Assets Managed by Firm	$251,414,069
No. of Clients	1164
No. of Advisors	18

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Other (OUTSOURCED CIO RESEARCH & SECURITY RECOMMENDATION)

Firm Client Information

	No. of Clients	AUM
Firm Total	1164	$251,414,069
Individuals (other than high net worth individuals)	661	$110,961,213
High net worth individuals	62	$103,571,722
Pension and profit sharing plans	8	$25,007,582
Other investment advisers	5	$11,107,292
Corporations or other businesses	2	$766,260

More Retirement Planning firms in Saratoga Springs, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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