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Quintet Strategies, LLC (Glastonbury)


Quintet Strategies, LLC is a large advisory firm based in Glastonbury. It manages $87 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Connecticut.

Quintet Strategies provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Quintet Strategies: assets under management

The assets under management (AUM) of Quintet Strategies, LLC is $87 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $87 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $87 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Quintet Strategies, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Glastonbury

The principal office where Quintet Strategies, LLC performs its advisory services is located at 703 Hebron Avenue, Glastonbury, CT 06033, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 860-657-9275 or by fax 860-657-9276. The normal business hours are 0700-1900 on Monday - Friday.


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