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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 |
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