1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2QUESTMONT VIRTUAL FAMILY OFFICE, LLC

Map pinTAMPA, FL
Phone813-212-1701
NotebookSEC #801-132338
Total AUM
$435.6M
Employees
9
Clients
150

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4350 W. CYPRESS STREET
SUITE 900
TAMPA
FL 33607
United States
Operating Hours
9AM -5PM
Monday - Friday
Phone
813-212-1701

ReceiptFinancials

Total AUM
$435.6M
Accounts
593
Discretionary
$389.1M
Accounts
479
Non-Discretionary
$46.5M
Accounts
114

ContactClients

View more in analytics →

Individual Clients
15
AUM
$13.7M
HNW Individual Clients
128
AUM
$400.8M
Pension/Profit Sharing Plan Clients
5
AUM
$18.9M
Charitable Organization Clients
1
AUM
$1.3M
Insurance Company Clients
1
AUM
$1.1M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCNHPA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account