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
Quest Financial Services, Inc.
By the Numbers
-
Total Assets Under Management25MILLION
-
Total Number of Accounts15ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Quest Financial Services, Inc.
1
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.
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