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Building 2QUEST FINANCIAL SERVICES, INC.

Map pinLYNNFIELD, MA
Phone781-224-3456
NotebookSEC #801-66953
Total AUM
$22.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
40 SALEM STREET - BLDG. 2
LYNNFIELD
MA 01940
United States
Operating Hours
9:00 - 6:00
Monday - Friday
Phone
781-224-3456

ReceiptFinancials

Total AUM
$22.2M
Accounts
65
Discretionary
$22.2M
Accounts
65
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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