Quartz Partners Investment Management

Quartz Partners Investment Management (CRD# 174327) is a financial advisory firm headquartered in Saratoga Springs, NY. They manage $251,414,069 in 1,164 accounts and serve the financial needs of clients across 14 states (or territories).

Current Firm Details
19 Railroad Place, Suite 202, Saratoga Springs, NY 12866
https://www.linkedin.com/company/etico-financial
By the Numbers
  • Total Assets Under Management
    251
    MILLION
  • Total Number of Accounts
    1,164
    ACCOUNTS
  • Average Account Value
    $215,991
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, CT, FL, HI, IN, NC, NE, NY, OH, PA, SC, TX, WA

Financial Advisors at Quartz Partners Investment Management
Showing 11 - 12 of 12 top financial advisors.
11
Kyle Webber, financial advisor Saratoga Springs NY
Kyle P. Webber
CRD#: 5093059
19 Railroad Place, Suite 202, Saratoga Springs, NY 12866

Kyle Webber (CRD# 5093059) is an Investment Advisor Representative working at Quartz Partners Investment Management in Saratoga Springs, NY and has over 17 years of experience in the finance industry.

12
Joseph Leo, financial advisor Utica NY
Joseph A. Leo
CRD#: 4988004
258 Genesee St Suite #506, Utica, NY 13502

Joseph Leo (CRD# 4988004) is an Investment Advisor Representative working at Quartz Partners Investment Management in Utica, NY and has over 18 years of experience in the finance industry.

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