Quintus Investment Counsel is a finance and financial services startup, founded in 1984 and headquartered in the United States. The company's slogan, "Planning Well • Investing Well • Living Well," embodies its commitment to client satisfaction. As of 15 June 1995, the company received a Series A investment from Will Herman.
Quintus Investment Counsel distinguishes itself by prioritizing its client's unique financial needs. Leveraging the resources and expertise of its broker/dealer, Raymond James Financial Services Inc., the company provides clients with proprietary research, portfolio management resources, and access to institutional managers. Notably, investment advisory services are offered through Raymond James Financial Services Advisors, Inc.
It's important to note that Quintus Investment Counsel is not a registered broker/dealer and operates independently of Raymond James Financial Services, Inc. However, securities are offered through the latter company. As a result, it's crucial for potential investors and clients to refer to the Important Disclosure Information available at http://raymondjames.com/smicd.htm.
Furthermore, Raymond James Financial Advisors are mandated to conduct business only with residents of the states and/or jurisdictions for which they are properly registered. Therefore, the availability of services and information may vary by location. It's essential for investors outside of the United States to consider the applicable securities and tax regulations within their respective jurisdictions, which are not addressed on the company's website. Therefore, individuals are advised to contact their local Raymond James officer for specific information and availability.
Funding Stage | Amount | No. Investors | Investors | Date |
---|---|---|---|---|
Series A | Unknown | 1 | Will Herman | 15 Jun 1995 |
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