Quan Vest Consultants Inc is a pension cosultant based in Manhasset. It has been registered with the SEC as an adviser since 2001.
Quan Vest Consultants provides pension consulting services and investment management consulting. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The advisory firm has several streams of revenue. Clients pay Quan Vest Consultants Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to pension and profit sharing plans and state or municipal government entities. The largest group of clients of Anthony Frank Lotruglio is pension and profit sharing plans with 37 clients and $0 of assets under management. Among the 3 most similar advisory firms, Quan Vest Consultants has the highest percentage of pension and profit sharing plans out of all clients.
None of the firm’s clients are foreign persons or businesses.
Quan Vest Consultants doesn't advise any private funds.
The company employs 6 people that are either part- or full-time employees. 83 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Anthony Frank Lotruglio has been acting as President since 1 Feb 1981. Mark William Lotruglio joined the executive team most recently as the Chairman, President And Chief Compliance Officer.
The principal office where Quan Vest Consultants Inc performs its advisory services is located at 390 Plandome Road, Manhasset, NY 11030 1950, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 516-365-4619 or by fax 516-365-4931. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday.