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GENE ALEXANDER QUALMAN
QUALMAN, GENE ALEXANDER
CRD 127531
972 POST ROAD, DARIEN, CT, 06820, United States
Phone
203-655-6727
Fax
203-655-8470
Registration
— (—)
Source
State registered
Total AUM
$41.2M
Discretionary AUM
$41.2M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Sole Proprietorship
Filing date
2026-01-30
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 28 | $8.7M |
| High net worth individuals | 16 | $32.4M |
| Corporations/business entities | 1 | $160K |
Official SEC filing: View on IAPD