Mariah Quish
Advisor at Quish
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Mariah Quish is the principal of Quish, an independent advisory firm based in Boulder, CO. She holds Series 65 and Series 66 licenses and has 12 years of industry experience. She has been with Quish & Co. LLC since 2008. Quish provides personalized financial planning and investment management to multi-generational families and their trusts and estates. The fee-only firm combines traditional equities and fixed income with alternative investments, including hedge funds and private equity, and sponsors Mapleton Fund, LP, a pooled fund-of-hedge-funds with independent audits and third-party administration.
Client services
Based on Quish
Financial planning
Portfolio management
Estate planning, tax planning, retirement planning
Estate planning, tax planning, retirement planning
Fee options
$0+: 0.75% to 1.5% annually (negotiable based on financial planning work and client relationship) $0+: 1% annually for Mapleton Fund, LP
Account minimum: $10 million Fee-only: Fees based solely on assets under management; no commissions or performance-based fees
Location
1123 Spruce Street, Suite 303
Boulder, CO 80302
Most active in
Mariah Q has reported serving >5 clients in these states in the last 12 months.
Colorado
Work history
Quish & Co. Llc
2008 - Present (18 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Louisville, CO
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James K
ChFC®, Series 63
Erie, CO
Rocky Mountain Financial Solutions Inc.
Meera M
CFP®, Series 65
Boulder, CO
Full Body Finance
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