QUANTUM FINANCIAL SERVICES INC.

7400 Shadeland Ave
Suite 220
Indianapolis, Indiana 46250
Tel: 317-845-1786

About QUANTUM FINANCIAL SERVICES INC.

QUANTUM FINANCIAL SERVICES INC, formally registered with the SEC as QUANTUM FINANCIAL SERVICES INC. The firm was established in 04/16/2007. They have over 1 offices throughout the country.

QUANTUM FINANCIAL SERVICES INC. is a Indianapolis, Indiana based Financial Planning firm with nearly $486,405,973 assets under management, offering retirement planning & investment advisory services to 75 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	121631
SEC#	801-67729
Assets Managed by Firm	$486,405,973
No. of Clients	75
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	75	$486,405,973
High net worth individuals	75	$486,405,973

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