$154.2M Total AUM
$154.2M Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-18-2013
- Office Locations
- 2
Office Locations
1123 Spruce Street Suite 303 Boulder CO
-- -- CO
About Quish
QUISH is a Boulder, Colorado–based, founder-led RIA focused on growing client wealth through financial planning and investment management, including tax and estate planning support. The firm’s investment toolkit spans mutual funds and fixed income alongside alternative strategies such as real estate, private equity and hedge funds. Custody relationships include Charles Schwab.
Team overview
-- AVG AGE
$154.2M AVG AUM / ADVISOR
$11.0M AVG AUM / CLIENT
13.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
13yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
MARIAH SARAH VIOLET QUISH
Chief Compliance Officer, Managing Member, Principal
- CRD
- #5475733
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $154,181,658 | $11,860,128 |
| Non-Discretionary | $0 | -- |
| Total | $154,181,658 | $11,860,128 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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