QUINT INVESTMENTS AND INSURANCE

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

About QUINT INVESTMENTS AND INSURANCE

QUINT INVESTMENTS AND INSURANCE, formally registered with the SEC as QUINT INVESTMENTS AND INSURANCE. The firm was established in 06/01/2020. They have over 2 offices throughout the country.

QUINT INVESTMENTS AND INSURANCE is a Wappingers Falls, New York based Financial Planning firm with nearly $55,976,194 assets under management, offering retirement planning & investment advisory services to 338 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	168463
SEC#	801-118831
Assets Managed by Firm	$55,976,194
No. of Clients	338
No. of Advisors	9

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	338	$55,976,194
Individuals (other than high net worth individuals)	326	$45,409,791
High net worth individuals	2	$5,155,479
Pension and profit sharing plans	10	$4,713,397
Charitable organizations	1	$559,527

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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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