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QUINT INVESTMENTS AND INSURANCE

WAPPINGERS FALLS, NY · CRD 168463 · IAPD ↗ · quintii.com · 845-345-3628

$110.4MRegulatory AUM
8Advisory reps
9Employees
0Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

66
April 2025 — QUINT INVESTMENTS AND INSURANCE reported RAUM up 58% ($56.0M -> $88.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
November 2024 — QUINT INVESTMENTS AND INSURANCE added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
November 2024 — QUINT INVESTMENTS AND INSURANCE grew from 6 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.