This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-04-2004
- Office Locations
- 1
Office Locations
About Quality Asset Management, LLC
Quality Asset Management, LLC is an owner-operated investment adviser in La Jolla, CA providing discretionary portfolio management and financial planning for individuals, including entrepreneurs and retirees. Its research-driven approach emphasizes globally diversified, deep-value equity exposure with an explicit tilt to non-U.S. and emerging markets and valuation discipline. The firm is notably skeptical of high-cost options-based “downside protection,” tax-harvesting SMAs, and bitcoin. Custody includes Charles Schwab and Interactive Brokers.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
GIL HANOCH
Owner
- CRD
- #4782365
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $63,658,297 | -- |
| Non-Discretionary | $0 | -- |
| Total | $63,658,297 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
Continue browsing