QUANTUM FINANCIAL ADVISORS, LLC

530 Wilshire Blvd
Ste 206
Santa Monica, California 90401
Tel: (424) 447-8268

About QUANTUM FINANCIAL ADVISORS, LLC

QUANTUM FINANCIAL ADVISORS, LLC, formally registered with the SEC as QUANTUM FINANCIAL ADVISORS, LLC. The firm was established in 01/03/2022. They have over 5 offices throughout the country.

QUANTUM FINANCIAL ADVISORS, LLC is a Santa Monica, California based Financial Planning firm with nearly $1,229,915,377 assets under management, offering retirement planning & investment advisory services to 1601 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	317386
SEC#	801-122978
Assets Managed by Firm	$1,229,915,377
No. of Clients	1601
No. of Advisors	16

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	1601	$1,229,915,377
Individuals (other than high net worth individuals)	268	$238,144,234
High net worth individuals	158	$980,085,536
Pension and profit sharing plans	5	$11,685,607

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