Quantum Financial Advisors Inc

RIASEC RegisteredEst. 2022

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, SEC-registered registered investment adviser organized as a corporation and owned by an individual. Registered in 2022, the firm serves both individual and family clients as well as institutional clients. Core advisory services include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and pension consulting. Its fee model is a mix of percentage-of-AUM, hourly charges, and fixed fees. The firm identifies itself as an active ESG investor and lists an industry affiliation with accountants.