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 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

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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

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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