Quest Capital Strategies, Inc.
Quest Capital Strategies, Inc. (CRD# 16783) is a financial advisory firm headquartered in Lake Forest, CA. They manage $54,603,624 in 177 accounts and serve the financial needs of clients across 33 states (or territories).
Current Firm Details
Quest Capital Strategies, Inc.
By the Numbers
-
Total Assets Under Management55MILLION
-
Total Number of Accounts177ACCOUNTS
-
Average Account Value$308,495
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, WA
Financial Advisors at Quest Capital Strategies, Inc.
No Advisor Found.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.