Quartz Partners Investment Management

Overview

Quartz Partners Investment Management is an SEC registered investment adviser based in Saratoga Springs, NY, registered since 2015. It reports $612M in assets under management across 1,277 accounts, with 26 employees. It has 28 investment adviser representatives.

Reported AUM

$612M

Discretionary

59%

Accounts

1,277

Average account

$479K

Employees

26

Advisory reps

28

Registered since

2015

Jurisdictions

20

As reported in the firm's June 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Other clients
• Other Investment Advisors
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 4

• Joseph Albert Leo Chief Executive Officer, Managing Member CRD 4988004
• Joseph William Arena Managing Member, Managing Principal & Chief Investment Officer CRD 4997368
• Kyle Patrick Webber Managing Member, Chief Operating Officer CRD 5093059

1 more executive officer, with direct contact details

Advisory reps 3 of 28

• Joseph W Arena Insurance Agent · Investment Adviser Rep CRD 4997368
• David Bossov Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2200542
• Ross Paul Bruner Registered Rep · Investment Adviser Rep CRD 1718245

25 more advisory reps, with emails, phones and branch locations

Location

Headquarters

85 Railroad Pl Ste 101A
Saratoga Springs, NY 12866

County

Saratoga

Metro area

Albany-Schenectady-Troy, NY

Region

Northeast

Registrations

• SEC registered
• Registered in 20 jurisdictions
• Website: eticofinancial.com

Every state, with registration dates

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