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QUARTZ PARTNERS INVESTMENT MANAGEMENT
QUARTZ PARTNERS, LLC
CRD 174327 · SEC 801-80822
85 RAILROAD PLACE, SUITE 101A, SARATOGA SPRINGS, NY, 12866, United States
Phone
800-433-0422
Fax
518-348-0100
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$611.9M
Discretionary AUM
$358.3M
Team
26 total employees; 22 advisory reps; 772 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingOUTSOURCED CIO RESEARCH & SECURITY RECOMMENDATION
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 656 | $156.2M |
| High net worth individuals | 88 | $205.8M |
| Pension/profit sharing plans | 10 | $33.8M |
| Charitable organizations | 1 | $742 |
| Other investment advisers | 11 | $212.4M |
| Corporations/business entities | 3 | $3.5M |
States served
CA, CO, IL, IN, MA, NE, NJ, NY, NC, OH, OR, PA, SC, TN, VA, WA, TX, HI, CT, FL
All web addresses on file
- https://www.linkedin.com/company/quartz-partners-investment-management
- https://www.eticousa.com
- https://twitter.com/QUARTZINVEST
- https://www.quartzpartners.com/
- https://www.eticoclient.com
- https://www.linkedin.com/company/etico-financial
- https://twitter.com/KyleWebberPM
- https://www.facebook.com/quartzpartners/
- https://capitalistpig.com
- https://www.eticofinancial.com
- https://florencewealth.com/
- https://www.eticoadvisor.com
- https://www.adaptvest.com
Official SEC filing: View on IAPD