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Building 2QUANTUM FINANCIAL ADVISORS INC

Map pinROCKVILLE, MD
Phone301-296-6203
NotebookSEC #801-125887
Total AUM
$557.5M
Employees
10
Clients
364

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
51 MONROE STREET
SUITE 1902
ROCKVILLE
MD 20850
United States
Operating Hours
10:00 AM TO 4:00 PM
Monday - Friday
Phone
301-296-6203
Other Offices
5

ReceiptFinancials

Total AUM
$557.5M
Accounts
364
Discretionary
$151M
Accounts
254
Non-Discretionary
$406.5M
Accounts
110

ContactClients

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Individual Clients
110
AUM
$46.1M
HNW Individual Clients
230
AUM
$131.9M
Pension/Profit Sharing Plan Clients
23
AUM
$376.5M
Charitable Organization Clients
1
AUM
$3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
DCFLINMDNVPAVA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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