SourcingSourcing

QUAN VEST CONSULTANTS INC

C37
CRD 104714·SEC 801-20177·MANHASSET, NY
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
QUAN VEST CONSULTANTS INC
CRD
104714
SEC file #
801-20177
EIN
—
DBA names
—

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
Pension Profit Sharing Plans38
Other5
State Or Municipal Govt2

Operations

Employees (total)
6
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
5 advisors → 6 advisors▲ +20%
Primary office
MANHASSET NY
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Pension consultingOther Advisory Services
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/14/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LOTRUGLIO, MARK, WILLIAM
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
LOTRUGLIO, MARK, WILLIAM
LOTRUGLIO, HELENA, PATRICIA
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
48
Form 5500 Total Compensation
1,845,628
Form 5500 Compensation Trajectory 3y
20251,280,186
2026565,442
Form 5500 Plan Count Trajectory 3y
202532
202616
Schedule C Total Compensation
1,845,628
Schedule C Service Provider Rows
48

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
4328770
Trust Company Affiliate
No

People (4)

4
LOTRUGLIO, MARK, WILLIAM
Direct Owner · 87.5%
4328770
LOTRUGLIO, HELENA, PATRICIA
Direct Owner · 7.5%
6443979
MAZUR, THOMAS, ARTHUR
Direct Owner · 7.5%
5639028
ANTHONY BALDASSARE LOTRUGLIO
Direct Owner · 7.5%
1877481