Overview
Assets Under Management: $154 million
Headquarters: BOULDER, CO
High-Net-Worth Clients: 13
Average Client Assets: $9.8 million
Frequently Asked Questions
QUISH 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 #146212), QUISH is subject to fiduciary duty under federal law.
QUISH is headquartered in BOULDER, CO.
QUISH serves 13 high-net-worth clients according to their SEC filing dated March 13, 2026. View client details ↓
According to their SEC Form ADV, QUISH offers financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. View all service details ↓
QUISH manages $154 million in client assets according to their SEC filing dated March 13, 2026.
According to their SEC Form ADV, QUISH serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 13
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.74%
Average Client Assets: $9.8 million
Total Client Accounts: 13
Discretionary Accounts: 13
Regulatory Filings
CRD Number: 146212
Filing ID: 2067070
Last Filing Date: 2026-03-13 12:47:47