Dakota
Dakota
Book a Demo
Talk to an Expert

Quincy Cass Associates

EST. AUM
$100,000,000

CONTACTS

CLIENT ACCOUNTS

Firm Details

Metro area Los Angeles
CRD Number 686
Website quincycass.com
Client types

Overview

Quincy Cass Associates is an investment management and brokerage firm established in 1922 and based in Los Angeles, California. The firm serves individual investors, high net worth families, businesses, and institutional clients. Its stated approach centers on aligning investment decisions with client goals rather than the reverse, with an emphasis on protecting and enhancing client wealth as economic conditions change.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy