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Building 2WEALTH QUEST PARTNERS, INC.

Map pinSAN DIEGO, CA
Phone858-433-7002
NotebookSEC #801-80764
Total AUM
$99.4M
Employees
5
Clients
116

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9915 MIRA MESA BLVD.
SUITE 140
SAN DIEGO
CA 92131-7003
United States
Operating Hours
9:00 AM TO 4:00 PM
Monday - Friday
Phone
858-433-7002

ReceiptFinancials

Total AUM
$99.4M
Accounts
287
Discretionary
$99.4M
Accounts
287
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
71
AUM
$17.8M
HNW Individual Clients
42
AUM
$77.1M
Pension/Profit Sharing Plan Clients
1
AUM
$324K
Charitable Organization Clients
1
AUM
$4.2M
Corporation or Business Clients
1
AUM
$3.6K

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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