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 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
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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