QUANTUM FINANCIAL ADVISORS INC

51 Monroe Street
Suite 1902
Rockville, Maryland 20850
Tel: 301-296-6203

About QUANTUM FINANCIAL ADVISORS INC

QUANTUM FINANCIAL ADVISORS INC, formally registered with the SEC as QUANTUM FINANCIAL ADVISORS INC. The firm was established in 06/16/2022. They have over 4 offices throughout the country.

QUANTUM FINANCIAL ADVISORS INC is a Rockville, Maryland based Financial Planning firm with nearly $143,151,828 assets under management, offering retirement planning & investment advisory services to 332 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	113563
SEC#	801-125887
Assets Managed by Firm	$143,151,828
No. of Clients	332
No. of Advisors	10

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

Firm Client Information

	No. of Clients	AUM
Firm Total	332	$143,151,828
Individuals (other than high net worth individuals)	81	$38,781,657
High net worth individuals	251	$102,220,171
Charitable organizations	Fewer than 5 clients	$2,150,000

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BROWN ADVISORY 901 South Bond Street, Suite 400 Baltimore, MD, 21231-3340	$108,331,371,643	23317	657
PROSHARE ADVISORS LLC 7272 Wisconsin Avenue, 21st Floor Bethesda, MD, 20814	$65,095,381,946	126	101
PNC CAPITAL ADVISORS LLC One East Pratt Street, Fifth Floor - East Baltimore, MD, 21202	$37,701,864,167	516	254

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