Quan Vest Consultants Inc
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Overview
Quan Vest Consultants Inc operates as an advisory company headquartered in Manhasset, New York. Quan Vest Consultants Inc has a small group, including 6 financial advisors. Quan Vest Consultants Inc is not a registered broker-dealer, meaning it is not able to buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer firm to do so. Securities are defined as tradable fiscal assets like options, bonds and stocks.
The company's central office is located at 390 Plandome Road, Manhasset, New York 11030-1950.
Editorial note: In certain cases, firms can register as exempt reporting advisors with the SEC, meaning they file an abridged version of the Form ADV. As a result, this is all of the available information for Quan Vest Consultants Inc. Please visit the SEC website for more information at https://www.sec.gov
Number of Advisors
Disclosures
Office Location
Quan Vest Consultants Inc by the Numbers
6
Fee Structure
A financial advisor's fees depend on which services are offered. Fees charged by the company likely are comprised of some combination of the following fee types: asset-based, hourly or fixed. The firm does not participate in a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 21% of firms
Hourly
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The company provides services to pension plans, state or municipal government entities and other. Quan Vest Consultants Inc's largest client type by number of accounts is pension plans. None of the firm's accounts are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Quan Vest Consultants Inc does not have any disclosures.
Please visit its Form ADV for more details.
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