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QUINT INVESTMENTS AND INSURANCE
QUINT WEALTH MANAGEMENT, INC.
CRD 168463 · SEC 801-118831
210 NEW HACKENSACK ROAD, WAPPINGERS FALLS, NY, 12590, United States
Phone
845-345-3628
Fax
845-230-3108
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$110.4M
Discretionary AUM
$103.6M
Team
9 total employees; 8 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-05-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 386 | $80.7M |
| High net worth individuals | 11 | $21.3M |
| Pension/profit sharing plans | 9 | $6.6M |
| Charitable organizations | 1 | $754K |
| Corporations/business entities | 4 | $877K |
States served
NY, CT
All web addresses on file
Official SEC filing: View on IAPD