Quantumvest, Inc.

RIASEC 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.
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 registered investment adviser organized as a corporation and owned by an individual. The firm serves both individual and family clients as well as institutional clients, providing portfolio management for individuals/small businesses, portfolio management for businesses or institutions, and pension consulting services. Its fees can include a percentage of assets under management, hourly billing, and performance-based arrangements. Quantumvest does not profile itself as an active ESG investor and is not structured as a multi-state adviser or a capital allocator.