QUANTUM FINANCIAL ADVISORS INC - Financial Advisor in Maryland, Rockville

Tel: 301-296-6203 51 Monroe Street Suite 1902 Rockville, Maryland 20850

About QUANTUM FINANCIAL ADVISORS INC

QUANTUM FINANCIAL ADVISORS INC is a Rockville, Maryland based financial advisory firm with nearly $143,151,828 in assets under management and provides investment advisory services for 332 clients. There are currently 10 financial advisors at the firm.

General Information

Firm CRD#:

113563

Firm SEC#:

801-125887

Assets Under Management:

$143,151,828

No. of Clients:

332

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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