Quan Vest Consultants Inc

RIASEC RegisteredEst. 1984
Total AUM
Avg account
$0
Accounts
0
Employees
6
Advisory reps
4

Firm details

Headquarters
Manhasset, New York
CRD number
104714
Registered since
January 25, 1984
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Services
Pension Consulting

Firm profile

FINTRX

Overview

Quan Vest Consultants Inc. is an institutional-registered advisory firm organized as a corporation and registered with the SEC since 1984. The firm is owned by an individual and positions itself as a pension consultant serving institutional clients rather than retail households. It does not act as a capital allocator—its role is advisory— and it is not identified as an active ESG investor. The firm bills clients using a mix of percentage-of-AUM, hourly, and fixed-fee arrangements and lists pension consulting services as a primary advisory activity.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 4
  • Helena Lotruglio

    SecretaryCRD 6443979

  • Thomas Mazur

    Vice PresidentCRD 5639028

  • Anthony Lotruglio

    Sales TraderCRD 1877481

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Manhasset, NY

Nassau

Location

Manhasset, NY

Headquartered in Manhasset, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Nassau
Address
390 Plandome Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth