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Quish & Co. LLC (Boulder)


Quish & Co. LLC is an adviser based in Boulder. It manages $60 million of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Colorado.

Quish & provides financial planning services, portfolio management for individuals and small businesses, and fund of hedge funds. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Quish &: assets under management

The assets under management (AUM) of Quish & Co. LLC is $60 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 43% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $60 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5 million each.
Quish & has custody of $60 million in cash and securities for 12 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Quish & Co. LLC for their services and products based on a percentage of assets under management. 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 Boulder

The principal office where Quish & Co. LLC performs its advisory services is located at 1123 Spruce Street, Boulder, CO 80302, 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 303-523-6122 or by fax 720-889-9706. The normal business hours are 7am - 4pm on Monday - Friday.


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