Overview
Assets Under Management: $1.2 billion
Headquarters: SANTA MONICA, CA
High-Net-Worth Clients: 158
Average Client Assets: $6 million
Frequently Asked Questions
QUANTUM FINANCIAL ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #317386), QUANTUM FINANCIAL ADVISORS, LLC is subject to fiduciary duty under federal law.
QUANTUM FINANCIAL ADVISORS, LLC is headquartered in SANTA MONICA, CA.
QUANTUM FINANCIAL ADVISORS, LLC serves 158 high-net-worth clients according to their SEC filing dated March 18, 2025. View client details ↓
According to their SEC Form ADV, QUANTUM FINANCIAL ADVISORS, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
QUANTUM FINANCIAL ADVISORS, LLC manages $1.2 billion in client assets according to their SEC filing dated March 18, 2025.
According to their SEC Form ADV, QUANTUM FINANCIAL ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
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