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Home > Retirement Planners > california > santa monica > QUANTUM FINANCIAL ADVISORS, LLC
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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