QUINTES FINANCIAL SERVICES, LLC

QUINTES FINANCIAL SERVICES, LLC of WATSONVILLE, CA is an SEC-registered investment adviser (CRD 284960). Regulatory assets under management: $218.7M.

Registration

• CRD: 284960
• SEC file number: 801-120746
• Type: Registered investment adviser
• Location: 1961 MAIN STREET, SUITE 151, WATSONVILLE, CA, 95076
• Phone: 831-759-6336
• Latest filing: 2022-03-24
• Regulatory AUM: $218.7M
• Discretionary AUM: $13.0M
• Non-discretionary AUM: $205.7M
• Clients: 3
• Accounts: 80

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• CRD 284960 on SEC IAPD (source of record)
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