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Adviser Profile

As of Date 04/17/2025
Registration status Registration Changed to QUISH & CO. LLC
ADV Location BOULDER, CO, United States
Contact Info 303 xxxxxxx
Websites
AUM* 113,415,159 30%
of that, discretionary 113,415,159 30%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 113,415,159 6123%
% High Net Worth 75.00% 5%
SMA’s No
Private Funds 0 1

Adviser Type

Client Types

- High net worth individuals
- Pooled investment vehicles
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

Employees