QUANTUM FINANCIAL ADVISORS INC
Total AUM
$53.4M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1633 Q. STREET, NW
SUITE 230
WASHINGTON
DC 20009
United States
SUITE 230
WASHINGTON
DC 20009
United States
Operating Hours
10:00 AM TO 4:00 PM
Monday - Friday
Monday - Friday
Phone
202 955 9201, 202 332 3566
Financials
Total AUM
$53.4M
Accounts
98Discretionary
$49.5M
Accounts
83Non-Discretionary
$4M
Accounts
15
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
CADCMDNJNVVA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.