Qci Asset Management is an investment advisor in Pittsford with $4.54 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
161045618
SEC advisor number
801-12815
FINRA CRD number
110324
AUM ?
$4.54 bn
(as of 31 Mar 21)
Accounts
3,225
(as of 31 Mar 21)
Employees
32
(15 investment advisory or research)
Address
Qci Asset Management
1040 PITTSFORD VICTOR RD.
PITTSFORD
NY 14534
1040 PITTSFORD VICTOR RD.
PITTSFORD
NY 14534
Office hours
Monday - Friday, 8:00 A.M - 5:00 P.M.
Phone
5852182060
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Shill, Harold, Edward | President | 07/1994 | > 75% |
Khalil, David, Faris | Chief Compliance Officer | 07/1994 | < 5% |
Furciniti, Gerald | Principal/portfolio Manager | 10/2017 | 5-10% |
Latest filings (excl ownership)
No filings
Latest ownership filings
SC 13G/A
Manning & Napier, Inc.
22 Feb 22
13F-HR
Quarterly holdings report by institutional manager
4 Nov 21
SC 13G/A
Manning & Napier, Inc.
28 Sep 21
SC 13G/A
QCI ASSET MANAGEMENT / QCI ASSET MANAGEMENT ownership change
16 Aug 21
13F-HR
Quarterly holdings report by institutional manager
10 Aug 21
13F-HR
Quarterly holdings report by institutional manager
13 May 21
SC 13G
QCI ASSET MANAGEMENT / QCI ASSET MANAGEMENT ownership change
10 May 21
13F-HR
Quarterly holdings report by institutional manager
29 Jan 21
13F-HR
Quarterly holdings report by institutional manager
16 Oct 20
13F-HR
Quarterly holdings report by institutional manager
31 Jul 20