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Building 2QUANTUM FINANCIAL SERVICES INC.

Map pinINDIANAPOLIS, IN
Phone317-845-1786
NotebookSEC #801-67729
Total AUM
$730.9M
Employees
2
Clients
79

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7400 SHADELAND AVE
SUITE 220
INDIANAPOLIS
IN 46250
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
317-845-1786

ReceiptFinancials

Total AUM
$730.9M
Accounts
516
Discretionary
$0
Accounts
0
Non-Discretionary
$730.9M
Accounts
516

ContactClients

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Individual Clients
1
AUM
$0
HNW Individual Clients
78
AUM
$730.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLINTX

HandshakeAffiliates

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

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