QUEST CAPITAL STRATEGIES, INC.
CRD #16783 SEC #801-77927 LAKE FOREST, CA 949-830-4885
SEC Registered Broker-Dealer Disclosures
Total AUM
$54.6M
Discretionary
$54.6M
Employees
7
Clients
0
Accounts
177
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2019 | $23.8M | $23.8M | $0 | 7 | 0 |
| Jun 2019 | $54.6M | $54.6M | $0 | 7 | 0 |
| Jun 2019 | $54.6M | $54.6M | $0 | 7 | 0 |
| Mar 2019 | $54.6M | $54.6M | $0 | 7 | 0 |
| Jan 2019 | $55.6M | $55.6M | $0 | 10 | 0 |
| Jun 2018 | $55.6M | $55.6M | $0 | 10 | 0 |
| Apr 2018 | $55.6M | $55.6M | $0 | 10 | 0 |
| Mar 2018 | $55.6M | $55.6M | $0 | 10 | 0 |
| Mar 2018 | $55.6M | $55.6M | $0 | 10 | 0 |
| Mar 2018 | $55.6M | $55.6M | $0 | 10 | 0 |
| Sep 2017 | $35M | $30M | $5M | 10 | 200 |
| May 2017 | $35M | $30M | $5M | 10 | 200 |
| Mar 2017 | $35M | $30M | $5M | 10 | 200 |
| Jan 2017 | $33M | $28M | $5M | 10 | 200 |
| Oct 2016 | $33M | $28M | $5M | 10 | 200 |
| Apr 2016 | $33M | $28M | $5M | 10 | 200 |
| Mar 2016 | $33M | $28M | $5M | 10 | 200 |
| Jan 2016 | $34.4M | $28.9M | $5.5M | 10 | 200 |
| May 2015 | $34.4M | $28.9M | $5.5M | 10 | 200 |
| May 2015 | $34.4M | $28.9M | $5.5M | 10 | 200 |
| Apr 2015 | $34.4M | $28.9M | $5.5M | 10 | 200 |
| Mar 2015 | $34.4M | $28.9M | $5.5M | 10 | 200 |
| Mar 2015 | $34.4M | $28.9M | $5.5M | 10 | 200 |
| Feb 2015 | $34.4M | $28.9M | $5.5M | 10 | 200 |
| Oct 2014 | $23.4M | $20.9M | $2.5M | 10 | 200 |
| Oct 2014 | $23.4M | $20.9M | $2.5M | 10 | 200 |
| Jun 2014 | $23.4M | $20.9M | $2.5M | 10 | 200 |
| Jun 2014 | $23.4M | $20.9M | $2.5M | 10 | 200 |
| Jun 2014 | $23.4M | $20.9M | $2.5M | 10 | 200 |
| May 2014 | $23.4M | $20.9M | $2.5M | 10 | 200 |
| Mar 2014 | $23.4M | $20.9M | $2.5M | 10 | 200 |
| Mar 2014 | $2.5M | $0 | $2.5M | 10 | 26 |
| Mar 2014 | $2.5M | $0 | $2.5M | 10 | 26 |
| Feb 2014 | $2.5M | $0 | $2.5M | 10 | 26 |
| Jan 2014 | $2.5M | $0 | $2.5M | 10 | 26 |
| Oct 2013 | $2.5M | $0 | $2.5M | 10 | 26 |
| Aug 2013 | $2.5M | $0 | $2.5M | 10 | 26 |
| Jul 2013 | $2.5M | $0 | $2.5M | 10 | 26 |
| May 2013 | $2.5M | $0 | $2.5M | 10 | 26 |
| May 2013 | $2.5M | $0 | $2.5M | 10 | 26 |
| Apr 2013 | $2.5M | $0 | $2.5M | 10 | 26 |
| Apr 2013 | $2.5M | $0 | $2.5M | 10 | 26 |
DateOct 2019
Total AUM$23.8M
Discretionary$23.8M
Non-Disc.$0
Employees7
Clients0
DateJun 2019
Total AUM$54.6M
Discretionary$54.6M
Non-Disc.$0
Employees7
Clients0
DateJun 2019
Total AUM$54.6M
Discretionary$54.6M
Non-Disc.$0
Employees7
Clients0
DateMar 2019
Total AUM$54.6M
Discretionary$54.6M
Non-Disc.$0
Employees7
Clients0
DateJan 2019
Total AUM$55.6M
Discretionary$55.6M
Non-Disc.$0
Employees10
Clients0
DateJun 2018
Total AUM$55.6M
Discretionary$55.6M
Non-Disc.$0
Employees10
Clients0
DateApr 2018
Total AUM$55.6M
Discretionary$55.6M
Non-Disc.$0
Employees10
Clients0
DateMar 2018
Total AUM$55.6M
Discretionary$55.6M
Non-Disc.$0
Employees10
Clients0
DateMar 2018
Total AUM$55.6M
Discretionary$55.6M
Non-Disc.$0
Employees10
Clients0
DateMar 2018
Total AUM$55.6M
Discretionary$55.6M
Non-Disc.$0
Employees10
Clients0
DateSep 2017
Total AUM$35M
Discretionary$30M
Non-Disc.$5M
Employees10
Clients200
DateMay 2017
Total AUM$35M
Discretionary$30M
Non-Disc.$5M
Employees10
Clients200
DateMar 2017
Total AUM$35M
Discretionary$30M
Non-Disc.$5M
Employees10
Clients200
DateJan 2017
Total AUM$33M
Discretionary$28M
Non-Disc.$5M
Employees10
Clients200
DateOct 2016
Total AUM$33M
Discretionary$28M
Non-Disc.$5M
Employees10
Clients200
DateApr 2016
Total AUM$33M
Discretionary$28M
Non-Disc.$5M
Employees10
Clients200
DateMar 2016
Total AUM$33M
Discretionary$28M
Non-Disc.$5M
Employees10
Clients200
DateJan 2016
Total AUM$34.4M
Discretionary$28.9M
Non-Disc.$5.5M
Employees10
Clients200
DateMay 2015
Total AUM$34.4M
Discretionary$28.9M
Non-Disc.$5.5M
Employees10
Clients200
DateMay 2015
Total AUM$34.4M
Discretionary$28.9M
Non-Disc.$5.5M
Employees10
Clients200
DateApr 2015
Total AUM$34.4M
Discretionary$28.9M
Non-Disc.$5.5M
Employees10
Clients200
DateMar 2015
Total AUM$34.4M
Discretionary$28.9M
Non-Disc.$5.5M
Employees10
Clients200
DateMar 2015
Total AUM$34.4M
Discretionary$28.9M
Non-Disc.$5.5M
Employees10
Clients200
DateFeb 2015
Total AUM$34.4M
Discretionary$28.9M
Non-Disc.$5.5M
Employees10
Clients200
DateOct 2014
Total AUM$23.4M
Discretionary$20.9M
Non-Disc.$2.5M
Employees10
Clients200
DateOct 2014
Total AUM$23.4M
Discretionary$20.9M
Non-Disc.$2.5M
Employees10
Clients200
DateJun 2014
Total AUM$23.4M
Discretionary$20.9M
Non-Disc.$2.5M
Employees10
Clients200
DateJun 2014
Total AUM$23.4M
Discretionary$20.9M
Non-Disc.$2.5M
Employees10
Clients200
DateJun 2014
Total AUM$23.4M
Discretionary$20.9M
Non-Disc.$2.5M
Employees10
Clients200
DateMay 2014
Total AUM$23.4M
Discretionary$20.9M
Non-Disc.$2.5M
Employees10
Clients200
DateMar 2014
Total AUM$23.4M
Discretionary$20.9M
Non-Disc.$2.5M
Employees10
Clients200
DateMar 2014
Total AUM$2.5M
Discretionary$0
Non-Disc.$2.5M
Employees10
Clients26
DateMar 2014
Total AUM$2.5M
Discretionary$0
Non-Disc.$2.5M
Employees10
Clients26
DateFeb 2014
Total AUM$2.5M
Discretionary$0
Non-Disc.$2.5M
Employees10
Clients26
DateJan 2014
Total AUM$2.5M
Discretionary$0
Non-Disc.$2.5M
Employees10
Clients26
DateOct 2013
Total AUM$2.5M
Discretionary$0
Non-Disc.$2.5M
Employees10
Clients26
DateAug 2013
Total AUM$2.5M
Discretionary$0
Non-Disc.$2.5M
Employees10
Clients26
DateJul 2013
Total AUM$2.5M
Discretionary$0
Non-Disc.$2.5M
Employees10
Clients26
DateMay 2013
Total AUM$2.5M
Discretionary$0
Non-Disc.$2.5M
Employees10
Clients26
DateMay 2013
Total AUM$2.5M
Discretionary$0
Non-Disc.$2.5M
Employees10
Clients26
DateApr 2013
Total AUM$2.5M
Discretionary$0
Non-Disc.$2.5M
Employees10
Clients26
DateApr 2013
Total AUM$2.5M
Discretionary$0
Non-Disc.$2.5M
Employees10
Clients26