Overview
Assets Under Management: $3.2 billion
Headquarters: PITTSFORD, NY
High-Net-Worth Clients: 565
Average Client Assets: $2.4 million
Frequently Asked Questions
QCI ASSET MANAGEMENT INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #110324), QCI ASSET MANAGEMENT INC is subject to fiduciary duty under federal law.
QCI ASSET MANAGEMENT INC is headquartered in PITTSFORD, NY.
QCI ASSET MANAGEMENT INC serves 565 high-net-worth clients according to their SEC filing dated March 28, 2018. View client details ↓
According to their SEC Form ADV, QCI ASSET MANAGEMENT INC offers financial planning, portfolio management for individuals, portfolio management for businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
QCI ASSET MANAGEMENT INC manages $3.2 billion in client assets according to their SEC filing dated March 28, 2018.
According to their SEC Form ADV, QCI ASSET MANAGEMENT INC serves high-net-worth individuals, businesses, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 565
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 41.89%
Average Client Assets: $2.4 million
Total Client Accounts: 3,034
Discretionary Accounts: 2,993
Non-Discretionary Accounts: 41
Regulatory Filings
CRD Number: 110324
Filing ID: 1200849
Last Filing Date: 2018-03-28 11:35:00