WEALTHQUEST CORP Overview

Wealthquest Corp is an investment advisor that manages 608.3 MM dollars in regulatory AUM and has 18 employees, of which 11 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 09/30/15. The fund's latest filing disclosed 55MM in positions, representing 9% of the manager's regulatory AUM.

WEALTHQUEST CORP StockAlpha

-5.4%
Top 25%
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Fundamental & Technical Factor Exposure

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WEALTHQUEST CORP Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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WEALTHQUEST CORP Founders and Key Employees

Name Title In Position Since
Wade K. Daniel Ceo March-2012
James M. Lenhoff President March-2012
Stephen P. King Vice President And Chief Compliance Officer March-2012

WEALTHQUEST CORP Brokers, Custodians, Auditors and Administrators

Type Company

WEALTHQUEST CORP Investment Strategy

WEALTHQUEST CORP Portfolio Concentration

WEALTHQUEST CORP Location

50 E-BUSINESS WAY
SUITE 120
CINCINNATI, Ohio
UNITED STATES, 45241

WEALTHQUEST CORP Contact Information

Phone Number: 513-530-9700
Fax Number: 513-530-9776
Website:

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