Quantumvest, Inc.

RIAState Registered

Total AUM

$41.2M

Discretionary

$39.7M

96% of AUM

Avg account

$236K

Accounts

175

Employees

Advisory reps

Firm details

Headquarters: Scottsdale, Arizona
CRD number: 171780
Website: quantum-vest.com
Custodians: CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC, JOHN HANCOCK CLEARING CORPORATION
Fee structure: Percentage of AUM, Hourly Charges, Performance Based Fees
Client types: HNWI54.5%
Individuals41.92%
Corporations / Businesses3.58%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Quantumvest, Inc. is an independent, privately owned registered investment adviser structured as a corporation. The firm serves both individual and family clients as well as institutional/business accounts, offering portfolio management for individuals and for businesses or institutions and providing pension consulting services. Its fee model includes asset-based fees, hourly charges and performance-based arrangements. Quantumvest indicates it is not an active ESG investor and does not position itself as a capital allocator to external managers for core mandates.