CRD: 168463
Quint Investments AND Insurance
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-26-2016
- Office Locations
- 2
Office Locations
About Quint Investments AND Insurance
Quint Investments and Insurance is a New York–based registered investment adviser and insurance agency providing risk and investment management alongside strategic wealth planning for individuals, families, and businesses. The firm emphasizes unbiased, long-term portfolio construction, commonly using ETFs and mutual funds with asset-allocation and risk-management discipline, including fixed income and socially responsible options. Primary custodian: Charles Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
WAYNE RICHARD QUINT
Investment Advisor Representative, President
- CRD
- #4024460
- Ownership
- 75% or more
JOSEPH FRANCIS CHRISTIANA
Chief Compliance Officer
- CRD
- #2574360
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Nancy A. Coenen
Certified Financial Planner
- CRD
- #7347333
Derek Jude DiMaso
--
- CRD
- #7743397
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $103,602,251 | $136,140 |
| Non-Discretionary | $6,769,218 | $676,922 |
| Total | $110,371,469 | $143,154 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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