Wealth Quest Partners Inc
- Assets, Funds, Holdings
Wealth Quest Partners Inc
|
CRD # | 173545 |
SEC # | 801-120879 |
CIK # | |
AUM |
|
Employees |
3 (100% Investors, 0% Brokers)
|
Phone | 858-433-7002 |
Address | 9915 Mira Mesa Blvd San Diego, CA 92131-7003 |
Source |
[IAPD]
[Website] [Twitter] [LinkedIn] [Facebook]
|
Total AUM ($MM)
|
|
AUM Breakdown |
Accounts |
AUM ($MM) |
By Client Type |
(a) Individuals (other than high net worth individuals) |
82
|
22.2 |
(b) Individuals (high net worth individuals) |
41
|
78.2 |
(c) Banking or thrift institutions |
0
|
0.0 |
(d) Investment companies |
0
|
0.0 |
(e) Business development companies |
0 |
0.0 |
(f) Pooled investment vehicles |
0 |
0.0 |
(g) Pension and profit sharing plans |
0 |
0.4 |
(h) Charitable organizations |
0 |
5.7 |
(i) State or municipal government entities |
0 |
0.0 |
(j) Other investment advisers |
0 |
0.0 |
(k) Insurance companies |
0 |
0.0 |
(l) Sovereign wealth funds and foreign official institutions |
0 |
0.0 |
(m) Corporations or other businesses not listed above |
0 |
0.0 |
(n) Other |
0 |
0.0 |
Total |
297 |
106.6 |
By Discretionary |
Discretionary |
297 |
106.6 |
Non-Discretionary |
0 |
0.0 |
Total |
297 |
106.6 |
By Non-United States Persons |
Non-United States Persons |
|
0.0 |
United States Persons |
|
106.6 |
Total |
297 |
106.6 |
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