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QUANTUM CAPITAL MANAGEMENT, LLC
105 East Mill Road
Northfield, New Jersey 08225-2553
Tel: 609-677-4949
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 Status | Approved |
|---|---|
| Firm CRD# | 111083 |
| SEC# | 801-57840 |
| Assets Managed by Firm | $878,822,097 |
| No. of Clients | 210 |
| No. of Advisors | 4 |
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 Clients | AUM | |
|---|---|---|
| Firm Total | 210 | $878,822,097 |
| Individuals (other than high net worth individuals) | 66 | $39,568,022 |
| High net worth individuals | 67 | $212,886,546 |
| Pension and profit sharing plans | Fewer than 5 clients | $43,173,192 |
| Other investment advisers | Fewer than 5 clients | $227,977,501 |
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