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Building 2QUANTUM PRIVATE WEALTH, LLC

Map pinTAMPA, FL
Phone847-474-1400
NotebookSEC #801-118195
Total AUM
$418M
Employees
6
Clients
92

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
400 N. ASHLEY DRIVE
SUITE 1900
TAMPA
FL 33602
United States
Operating Hours
8:00AM TO 4:00PM
Monday - Friday
Phone
847-474-1400
Other Offices
2

ReceiptFinancials

Total AUM
$418M
Accounts
372
Discretionary
$418M
Accounts
372
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
33
AUM
$12.9M
HNW Individual Clients
57
AUM
$400.2M
Pension/Profit Sharing Plan Clients
2
AUM
$4.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLILMIMNNETX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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