LP Profile

Quint Investments and Insurance

Also known as quint investments and insurance

Wealth ManagerWappingers Falls, United StatesFounded 2013
$110M
Assets Under Management
Wappingers Falls
Headquarters
Investment Focus

About Quint Investments and Insurance

Quint Investments and Insurance Services is a registered investment advisory firm and insurance agency in Wappingers Falls, New York, founded in 2013. It reports about $110 million in assets under management. The firm provides investment management and strategic wealth planning for individuals, families and businesses. Its services include comprehensive financial planning, investment services and insurance services, delivered by a team that says it emphasizes unbiased advice aimed at long-term investment results. Client accounts are custodied with Schwab.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Quint Investments and Insurance from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$110.4M
Total Clients
771
Filing Date
May 11, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
Signal Feed

Recent Filings

Public filings matched to Quint Investments and Insurance across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

Explore

Explore similar limited partners

Browse more wealth managers and other institutional investors by location and type in the LPbacked limited-partner database.

FAQ

Frequently asked questions

What type of investor is Quint Investments and Insurance?

Quint Investments and Insurance is a wealth manager based in Wappingers Falls, United States, managing approximately $110M in assets.

Where is Quint Investments and Insurance headquartered?

Quint Investments and Insurance is headquartered in Wappingers Falls, United States.

How much does Quint Investments and Insurance manage?

Quint Investments and Insurance manages approximately $110M in assets under management.

When was Quint Investments and Insurance founded?

Quint Investments and Insurance was founded in 2013.

How can I contact Quint Investments and Insurance?

Verified contact details, key decision-makers, and investment preferences for Quint Investments and Insurance are available on LPbacked. Create a free account to access them.