GENE ALEXANDER QUALMAN

Overview

Gene Alexander Qualman operates as a sole proprietorship providing fee-based portfolio management services, primarily to high-net-worth individuals, families, and some institutional clients. The business is run by Gene Alexander Qualman as an individual owner and combines advisory work with accounting services. The firm charges a percentage-of-AUM fee and identifies as an active ESG investor, suggesting environmental, social, and governance factors are incorporated into its investment process. Advisory activity centers on portfolio management for individuals and small businesses rather than large institutional consulting. The firm is not positioned as a capital allocator or a multi-state advisory platform; its classification in the source data is unclassified.

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Public Holdings

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Location & Offices