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Building 2QUANTUM FINANCIAL STRATEGISTS INC

Map pinBOGART, GA
Phone706-613-9624
NotebookSEC #801-56884
Total AUM
$38.3M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1551 JENNINGS MILL ROAD SUITE 2400B
BOGART
GA 30622
USA
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
706-613-9624

ReceiptFinancials

Total AUM
$38.3M
Accounts
572
Discretionary
$35.4M
Accounts
549
Non-Discretionary
$2.9M
Accounts
23

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
GA

HandshakeAffiliates

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

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