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Building 2QUANTUM FINANCIAL ADVISORS, LLC

Map pinSANTA MONICA, CA
Phone(424) 447-8268
NotebookSEC #801-122978
Total AUM
$1.5B
Employees
16
Clients
453

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
530 WILSHIRE BLVD
STE 206
SANTA MONICA
CA 90401
United States
Operating Hours
9-5
Monday - Friday
Phone
(424) 447-8268
Other Offices
4

ReceiptFinancials

Total AUM
$1.5B
Accounts
1,707
Discretionary
$1.5B
Accounts
1,675
Non-Discretionary
$13.6M
Accounts
32

ContactClients

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Individual Clients
280
AUM
$285M
HNW Individual Clients
171
AUM
$1.2B
Pension/Profit Sharing Plan Clients
1
AUM
$12.2M
Corporation or Business Clients
1
AUM
$509K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARCACOFLINMAMDNCNHNJNYORTXWA

HandshakeAffiliates

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

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