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QUANTUM FINANCIAL PARTNERS LLC
OVERLAND PARK, KS
913-538-5753
SEC #801-135417Total AUM
$148.6M
Employees
8Clients
396Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
8700 INDIAN CREEK PARKWAY
SUITE 150
OVERLAND PARK
KS 66210
United States
SUITE 150
OVERLAND PARK
KS 66210
United States
Operating Hours
8-5
Monday - Friday
Monday - Friday
Phone
913-538-5753
Other Offices
1
Financials
Total AUM
$148.6M
Accounts
534Discretionary
$148.6M
Accounts
534Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
274AUM
$24.4M
HNW Individual Clients
42AUM
$53.6M
Pooled Vehicle Clients
1AUM
$9.6M
Charitable Organization Clients
1AUM
$7.1M
Other Clients
78AUM
$53.7M
Description of Other Clients
TO BE ALLOCATED AT ANNUAL UPDATE
Services
Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
IAKSMONETX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.