QUINT INVESTMENTS AND INSURANCE
SEC RegisteredBridging the gap today... Tomorrow... ... and Beyond!
About the firm
Quint Investments & Insurance Services is an insurance agency and registered investment advisory firm dedicated to providing risk and investment management in conjunction with strategic wealth planning for individuals, families and businesses. The firm functions as a trusted advisor with a primary focus on providing unbiased opinions designed to achieve long term results.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive financial planning, investment services, and insurance services, including risk and investment management and strategic wealth planning
Who they serve
Individuals, families and businesses
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 386 | $74M |
| High Net Worth Individuals | 11 | $20M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 9 | $6.2M |
| State/Municipal Entities | 1 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
8 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $250,000 | 1.40% |
| $250,001 to $500,000 | 1.25% |
| $500,001 to $1,000,000 | 1.10% |
| $1,000,001 to $2,000,000 | 0.90% |
| Above $2,000,000 | — |
Data as of March 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. QUINT INVESTMENTS AND INSURANCE has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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