Quantum Financial Advisors Inc

RIASEC Registered

Total AUM

$558M

Discretionary

$151M

27% of AUM

Avg account

$1.5M

Accounts

364

Employees

Advisory reps

Firm details

Headquarters: Rockville, Maryland
CRD number: 113563
Registered since: June 16, 2022
Website: qfainc.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans67.54%
HNWI23.66%
Individuals8.27%
Charitable Organizations0.54%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Quantum Financial Advisors Inc. is an independent, individually owned registered investment adviser that began SEC registration in 2022. The firm serves both individual and family clients as well as institutional relationships and offers a mix of financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting services. Its billing options include asset-based fees, hourly charges and fixed fees. Quantum identifies as an active ESG investor and maintains an industry affiliation with accounting professionals.