QUAN VEST CONSULTANTS INC
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
FINTRXOverview
Quan Vest Consultants Inc. is a corporate advisory firm registered with the SEC since 1984 that focuses on institutional pension consulting. The firm is owner-operated and positions itself as a consultant rather than a direct capital allocator: its activities center on advising pension plans on asset allocation, manager selection and ongoing performance monitoring. Quan Vest charges clients through a mix of percentage-of-AUM, hourly and fixed-fee arrangements, and it does not identify as an active ESG investor. The firm is classified as unclassified in disclosures and does not operate as a multi-state adviser. As a pension consultant serving institutional clients, Quan Vest relies on third-party external managers to implement investment programs. That model points to a practice centered on due diligence, manager oversight and portfolio construction advice rather than running large in‑house sleeves of proprietary assets.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 4HELENA LOTRUGLIO
SecretaryCRD 6443979
THOMAS MAZUR
Vice PresidentCRD 5639028
ANTHONY LOTRUGLIO
Sales TraderCRD 1877481
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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