Quan Vest Consultants Inc (Manhasset)

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.

Fees & Commissions

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. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Anthony Frank Lotruglio serves?

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.

Careers at Quan Vest Consultants Inc

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Anthony Frank Lotruglio	Chairman	1 Feb 1981	Other	312896
Anthony Baldassare Lotruglio	Shareholder	1 Feb 1981	Other	1877481
Mark William Lotruglio	Vice president	1 Feb 1981	25% - 50%	4328770
Sara Maria Lotruglio	Secretary	1 Feb 1981	25% - 50%	4328779
Anthony B Lotruglio	Shareholder	1 Feb 1981	Other	1877481
Mark William Lotruglio	President and chief compliance officer	1 Jan 2009	75% - 100%	4328770
Thomas Arthur Mazur	Vice president	1 Jan 2009	Other	5639028
Thomas A Mazur	Vice president	1 Jan 2009	Other	5639028
Helena Patricia Lotruglio	Secretary	1 Dec 2014	Other	6443979
Helena P Lotruglio	Secretary	1 Dec 2014	Other	6443979
Mark William Lotruglio	Chairman, president and chief compliance officer	1 Oct 2016	75% - 100%	4328770

Based in Manhasset

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.