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QUISH

QUISH & CO. LLC

CRD 146212 · SEC 801-132344

Visit website

1123 SPRUCE STREET, SUITE 303, BOULDER, CO, 80302, United States

Phone

303-523-6122

Fax

720-889-9706

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$154.2M

Discretionary AUM

$154.2M

Team

1 total employees; 1 advisory reps

Clients

11-25

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-13

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)ESTATE PLANNING, TAX PLANNING, RETIREMENT PLANNING

Client types

TypeClientsAUM
High net worth individuals13$127.6M
Pooled investment vehicles1$9.3M

States served

CO

All web addresses on file

Official SEC filing: View on IAPD