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QUANTUM CAPITAL MANAGEMENT, LLC

105 East Mill Road
Northfield, New Jersey 08225-2553
Tel: 609-677-4949

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About QUANTUM CAPITAL MANAGEMENT, LLC

QUANTUM CAPITAL MANAGEMENT, LLC, formally registered with the SEC as QUANTUM CAPITAL MANAGEMENT, LLC. The firm was established in 08/25/2000. They have over 1 offices throughout the country.

QUANTUM CAPITAL MANAGEMENT, LLC is a Northfield, New Jersey based Financial Planning firm with nearly $878,822,097 assets under management, offering retirement planning & investment advisory services to 210 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#111083
SEC#801-57840
Assets Managed by Firm$878,822,097
No. of Clients210
No. of Advisors4

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total210$878,822,097
Individuals (other than high net worth individuals)66$39,568,022
High net worth individuals67$212,886,546
Pension and profit sharing plansFewer than 5 clients$43,173,192
Other investment advisersFewer than 5 clients$227,977,501

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