Quan Financial

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

1011 Brioso Dr Ste 109, Costa Mesa, Cali...

Phone Number

(903) 800-0001

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
Feb
Mar
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May
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Jul
ZI Rank
1
1
1
1
1
1

About Quan Financial

Quan Financial specializes in tax-efficient asset sales, particularly for high-value residential homes, investment properties, and privately held businesses. They focus on building long-term relationships and strategic partnerships, collaborating with clients and their financial professionals to provide tailored financial solutions. The company aims to help clients grow their assets and wealth while implementing personalized financial plans to achieve their goals. Quan Financial operates through major institutional banking and brokerage entities, ensuring comprehensive support for their clients' financial matters.Explore more
Quan Financial's Social MediaPopular SearchesQuan Financial LLCQuan FinancialFinancial LLCFirst American Financial Network LLCQuan Financial.5/ 5( 1SIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Quan Financial

<$5M
1-10
Private
-
2015
N/A
<$5M
11-50
Private
<$5M
2005
AG
Aleen GordonFinancial Planning Assistant
<$5M
11-50
Private
-
1998
Peter Leitner, Founder & Chief Executive Officer at Waterford Advisors
Peter LeitnerFounder & CEO
<$5M
1-10
Private
-
2002
MK
Matthew KruszewskiDirector, Marketing & Licensed Agent
<$5M
1-10
Private
-
2016
DG
Debbi GuthrieSenior Vice President
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2011
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Quan Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Quan Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Quan Financial.

Quan Financial Tech Stack

A closer look at the technologies used by Quan Financial

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Frequently Asked Questions Regarding Quan Financial

What is Quan Financial's official website?
Quan Financial's official website is www.quanfinancial.com
What is Quan Financial's Revenue?
Quan Financial's revenue is <$5 Million
What is Quan Financial's SIC code?
Quan Financial's SIC: 62,628
What is Quan Financial's NAICS code?
Quan Financial's NAICS: 52,523
How many employees does Quan Financial have?
Quan Financial has 1-10 employees
What industry does Quan Financial belong to?
Quan Financial is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Quan Financial competition?
Quan Financial top competitors include: Waterford Advisors, Focus Financial Network, Copper Canyon Wealth Management, Moore Financial Strategies
What technology does Quan Financial use?
Some of the popular technologies that Quan Financial uses are: BlueHost
How do I contact Quan Financial?
Quan Financial contact info: Phone number: (903) 800-0001 Website: www.quanfinancial.com
What does Quan Financial do?

Quan Financial specializes in tax-efficient asset sales, particularly for high-value residential homes, investment properties, and privately held businesses. They focus on building long-term relationships and strategic partnerships, collaborating with clients and their financial professionals to provide tailored financial solutions. The company aim... s to help clients grow their assets and wealth while implementing personalized financial plans to achieve their goals. Quan Financial operates through major institutional banking and brokerage entities, ensuring comprehensive support for their clients' financial matters.Read More

What are Quan Financial social media links?
Quan Financial Linkedin page Quan Financial Twitter page Quan Financial Facebook page
Is Quan Financial a public company?
Quan Financial is private company therefore does not currently have an official ticker symbol
See more information about Quan Financial

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