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QUEST CAPITAL STRATEGIES, INC.
LAKE FOREST, CA
949-830-4885
SEC #801-77927Total AUM
$23.8M
Employees
7Clients
106Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
23832 ROCKFIELD BLVD.
SUITE 130
LAKE FOREST
CA 92630
United States
SUITE 130
LAKE FOREST
CA 92630
United States
Operating Hours
6:30 AM TO 5 PM
Monday - Friday
Monday - Friday
Phone
949-830-4885
Other Offices
73
Financials
Total AUM
$23.8M
Accounts
105Discretionary
$23.8M
Accounts
105Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
68AUM
$9.7M
HNW Individual Clients
37AUM
$14.1M
Corporation or Business Clients
1AUM
$0
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL OR SOLICITOR FEE FROM THIRD PARTY MANAGERS
Compliance
Disclosures
Other Regulator Violation FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Rule Violation
State Registrations
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Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.