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Building 2QUINTES FINANCIAL SERVICES, LLC

Map pinWATSONVILLE, CA
Phone831-759-6336
NotebookSEC #801-120746
Total AUM
$218.7M
Employees
3
Clients
80

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1961 MAIN STREET
SUITE 151
WATSONVILLE
CA 95076
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
831-759-6336

ReceiptFinancials

Total AUM
$218.7M
Accounts
80
Discretionary
$13M
Accounts
38
Non-Discretionary
$205.7M
Accounts
42

ContactClients

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Individual Clients
36
AUM
$10.8M
HNW Individual Clients
2
AUM
$2.2M
Pension/Profit Sharing Plan Clients
42
AUM
$205.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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