Overview
Assets Under Management: $1.2 billion
Headquarters: SANTA MONICA, CA
High-Net-Worth Clients: 158
Average Client Assets: $6 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 158
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.69
Average High-Net-Worth Client Assets: $6 million
Total Client Accounts: 1,601
Discretionary Accounts: 1,551
Non-Discretionary Accounts: 50
Regulatory Filings
CRD Number: 317386
Filing ID: 1959952
Last Filing Date: 2025-03-18 14:01:00
Website: https://quantumadvisors.com