$41.2M Total AUM
$41.2M Disc. AUM
-- 3Y CAGR
1 Employees
45 ADV. Clients
52 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Legacy
- Established Date
- 04-01-1974
- Office Locations
- 1
Office Locations
972 Post Road Darien CT
About Gene Alexander Qualman
The Able Agency is a Darien, CT-based marketing and branding firm providing audience insights, strategic marketing guidance, and brand development. It shares timely, practical advice through its Insights content and newsletter, and showcases a diverse portfolio of campaign and creative workâuseful for teams looking to pressure-test positioning and improve go-to-market decisions with data-informed direction.
Team overview
-- AVG AGE
$41.2M AVG AUM / ADVISOR
$915.1K AVG AUM / CLIENT
52.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
52yrs Firm Age
Insights
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Asset Classes
Zenith peak Summit unison Oak Pathway signal
CRM
Beacon
Custodian
Optima North Signal vector Legacy
Investment Themes
Vital quantum Alpha vital Quantum
Investment Vehicles
Matrix alpha
Services
Beacon
Technology
Crest
Owner & Executives
G
GENE ALEXANDER QUALMAN
Associate
- CRD
- --
- Ownership
- 75% or more
(906) 945-8639
crest.horizon@peakcapital.com
in linkedin.com/in/beacon-summit
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $41,180,941 | -- |
| Non-Discretionary | $0 | -- |
| Total | $41,180,941 | -- |
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Separately Managed Accounts
Total SMA Asset: $41,180,941
Public Funds:
22.1% U.S. Government/Agency:
14.1% Equity - Exchange:
39.1% Cash:
24.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,066,320,471 | 22.1% |
| U.S. Government/Agency | $680,322,110 | 14.1% |
| Equity - Exchange | $1,886,566,987 | 39.1% |
| Cash | $1,191,769,938 | 24.7% |
| Total | $4,824,979,506 | 100.0% |