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| Quartz Partners LLC
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| |
|---|---|
| CRD # | 174327 |
| SEC # | 801-80822 |
| CIK # | 0001659978 |
| AUM | $251.4 MM (2024-03-28) |
| Employees | 18 (78% Investors, 61% Brokers) |
| Phone | 800-433-0422 |
| Address | 19 Railroad Place Saratoga Springs, NY 12866 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 661 | 111.0 |
| (b) Individuals (high net worth individuals) | 62 | 103.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 25.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 5 | 11.1 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,164 | 251.4 |
| By Discretionary | ||
| Discretionary | 1,078 | 208.0 |
| Non-Discretionary | 86 | 43.4 |
| Total | 1,164 | 251.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 251.4 | |
| Total | 1,164 | 251.4 |
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|---|---|---|
|
Lindenwold Advisors Inc
✚
|
PA | 0.3 |
|
North Capital Inc
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UT | 0.3 |
|
Capital West Partners LLC
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AZ | 0.3 |
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The Palmer Knight Company
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FL | 0.3 |
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Hart & Patterson Financial Group LLC
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MA | 0.3 |
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Unique Wealth Strategies
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IL | 0.3 |
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Craft & Sage Wealth
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|
MO | 0.3 |
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BDT & Associates Inc
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AZ | 0.3 |
|
Signature Equity Partners LLC
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|
OH | 0.3 |
|
Broadway Wealth Solutions Inc
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|
TX | 0.3 |