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Building 2QUANTUM LEAP CAPITAL, LLC

Map pinSOUTH BURLINGTON, VT
Phone(802) 448-2882
NotebookSEC #801-130581
Total AUM
$120.5M
Employees
5
Clients
333

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3 BALDWIN AVE
SOUTH BURLINGTON
VT 05403
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(802) 448-2882

ReceiptFinancials

Total AUM
$120.5M
Accounts
575
Discretionary
$102.6M
Accounts
324
Non-Discretionary
$18M
Accounts
251

ContactClients

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Individual Clients
295
AUM
$62.3M
HNW Individual Clients
38
AUM
$58.2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
NYTXVT

HandshakeAffiliates

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

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