The Quan

Finance · North Carolina, United States · 1-10 Employees

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Overview

Headquarters

412 Old Buggy Trl, Hillsborough, North C...

Phone Number

(919) 471-9411

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About The Quan

The Quan Company is a boutique marketer specializing in customized financial solutions for closely held companies and high net worth individuals. They provide services in retirement planning, exit strategies, business continuity, estate planning, lifestyle continuation, wealth accumulation, and philanthropic concepts. The company emphasizes a personalized approach to client relationships, ensuring that each solution strategy is tailored to individual needs. Founded by Quan Williams, the company focuses on responsible planning and innovative ideas to help clients achieve their financial goals.Explore more
Popular SearchesThe Quan CoQuanQuancompanySIC Code 62,628NAICS Code 52,523Show more

The Quan Org Chart

PhoneEmail
QW
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Chief Strategist

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The Quan

<$5M
1-10
Private
-
1998
QW
Quan WilliamsChief Strategist
$7.7M
11-50
Private
-
2007
SB
Sally BhaidaniVice President, Business Management
$6.4M
11-50
Private
-
2011
Jay Brost, Executive Vice President at Phillip Allen
Jay BrostExecutive Vice President
<$5M
11-50
Private
-
1997
MS
Meagan SinnigerManager, Operations
<$5M
1-10
Private
<$5M
-
CK
Christopher KelmFounder & Principal
<$5M
1-10
Private
<$5M
2010
N/A
<$5M
1-10
Private
-
2009
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Company Profile Activity

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Among all Finance companies

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Activity Insights

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

What does this means?

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

The Quan Tech Stack

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Frequently Asked Questions Regarding The Quan

What is The Quan's official website?
The Quan's official website is www.quancompany.com
What is The Quan's Revenue?
The Quan's revenue is <$5 Million
What is The Quan's SIC code?
The Quan's SIC: 62,628
What is The Quan's NAICS code?
The Quan's NAICS: 52,523
How many employees does The Quan have?
The Quan has 1-10 employees
What industry does The Quan belong to?
The Quan is in the industry of: Finance, Insurance, Securities Trading
What is The Quan competition?
The Quan top competitors include: Somerset Wealth Strategies, Fischer Financial Group, Kelm Financial Services, BeamaLife
What technology does The Quan use?
Some of the popular technologies that The Quan uses are: Microsoft 365, Font Awesome, GoDaddy DNS, GoDaddy Web Hosting
How do I contact The Quan?
The Quan contact info: Phone number: (919) 471-9411 Website: www.quancompany.com
What does The Quan do?

The Quan Company is a boutique marketer specializing in customized financial solutions for closely held companies and high net worth individuals. They provide services in retirement planning, exit strategies, business continuity, estate planning, lifestyle continuation, wealth accumulation, and philanthropic concepts. The company emphasizes a perso... nalized approach to client relationships, ensuring that each solution strategy is tailored to individual needs. Founded by Quan Williams, the company focuses on responsible planning and innovative ideas to help clients achieve their financial goals.Read More

Is The Quan a public company?
The Quan is private company therefore does not currently have an official ticker symbol
See more information about The Quan

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