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Building 2QUEST CAPITAL MANAGEMENT, INC.

Map pinDALLAS, TX
Phone214-691-6090
NotebookSEC #801-60734
Total AUM
$1.2B
Employees
24
Clients
541

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8117 PRESTON ROAD, SUITE 700
DALLAS
TX 75225
United States
Operating Hours
MON-THUR 8:30 AM - 5:30 PM FRI- 8:30AM-4:00PM
Monday - Friday
Phone
214-691-6090

ReceiptFinancials

Total AUM
$1.2B
Accounts
1,891
Discretionary
$1.1B
Accounts
1,689
Non-Discretionary
$157.9M
Accounts
202

ContactClients

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Individual Clients
242
AUM
$97.6M
HNW Individual Clients
299
AUM
$1.1B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
THIRD PARTY ADVISER / MANAGER FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
ARCACOFLILLANYOKTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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