QUINTES FINANCIAL SERVICES, LLC
CRD #284960 SEC #801-120746 WATSONVILLE, CA 831-759-6336
SEC Registered
Total AUM
$13M
Discretionary
$13M
Employees
3
Clients
0
Accounts
38
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $218.7M | $13M | $205.7M | 3 | 42 |
| Mar 2022 | $13M | $13M | $0 | 3 | 42 |
| Jun 2021 | $127.5M | $5.9M | $121.6M | 3 | 0 |
| Apr 2021 | $127.5M | $5.9M | $121.6M | 3 | 0 |
| Apr 2021 | $127.5M | $5.9M | $121.6M | 3 | 0 |
| Mar 2021 | $127.5M | $5.9M | $121.6M | 3 | 0 |
| Mar 2021 | $127.5M | $5.9M | $121.6M | 3 | 0 |
DateMar 2022
Total AUM$218.7M
Discretionary$13M
Non-Disc.$205.7M
Employees3
Clients42
DateMar 2022
Total AUM$13M
Discretionary$13M
Non-Disc.$0
Employees3
Clients42
DateJun 2021
Total AUM$127.5M
Discretionary$5.9M
Non-Disc.$121.6M
Employees3
Clients0
DateApr 2021
Total AUM$127.5M
Discretionary$5.9M
Non-Disc.$121.6M
Employees3
Clients0
DateApr 2021
Total AUM$127.5M
Discretionary$5.9M
Non-Disc.$121.6M
Employees3
Clients0
DateMar 2021
Total AUM$127.5M
Discretionary$5.9M
Non-Disc.$121.6M
Employees3
Clients0
DateMar 2021
Total AUM$127.5M
Discretionary$5.9M
Non-Disc.$121.6M
Employees3
Clients0