Quest Financial Services, Inc.

Quest Financial Services, Inc. (CRD# 133548) is a financial advisory firm headquartered in , . They manage $25,000,000 in 15 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $1,666,667
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Quest Financial Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Peter Guttman, financial advisor Granite Bay CA
Peter T. Guttman
CRD#: 2217381
Granite Bay, CA

Peter Guttman (CRD# 2217381) is an Investment Advisor Representative working at Quest Financial Services, Inc. in Granite Bay, CA and has over 31 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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