Quality Asset Management, LLC

RIASEC Registered
Total AUM
$63.7M
Discretionary
$63.7M
100% of AUM
Avg account
$732K
Accounts
87
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
131158
Custodians
CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • HNWI98.08%
  • Individuals1.92%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Quality Asset Management, LLC is a small, individually owned registered investment adviser that focuses on portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and does not identify as an active ESG investor, pension consultant, or capital allocator. Its stated client base is individual and family investors, and its advisory activity centers on discretionary portfolio management rather than institutional or retirement-plan consulting. Investment activity is concentrated in publicly offered funds: the firm deploys client capital primarily through mutual funds and similar pooled public vehicles rather than direct-stock strategies or extensive alternatives. Quality Asset Management does not report allocations to third‑party alternative asset managers, and it is not structured as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 100%100%
  • Public Funds/Mutual Funds100%

Contacts

1 of 1
  • Gil Hanoch

    Gil Hanoch

    OwnerCRD 4782365

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth