Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > new york > wappingers falls > QUINT INVESTMENTS AND INSURANCE
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 |
More Retirement Planning firms in Wappingers Falls, New York:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
Explore More Retirement Advisors in Wappingers Falls, New York