Top financial advisors in Watsonville, CA
We’ve curated a list of the best financial advisors in Watsonville, take a look at it below
Find an advisor in Watsonville| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $13,046,166 | 3 advisors |
How we came up with this list
To generate our top financial advisors list in Watsonville, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Watsonville. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Quintes Financial Services, LLC
Quintes Financial Services, LLC is a financial advisory firm based in Watsonville, California. It currently has approximately $13,046,166 of assets under management and employs about 3 people. Quintes Financial Services, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$13,046,166
Headcount
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-120746
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Your first meeting is free.