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QUANTUM CAPITAL GROUP

800 Capitol Street
Suite 3600
Houston, Texas 77002
Tel: 713-452-2000

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About QUANTUM CAPITAL GROUP

QUANTUM CAPITAL GROUP, formally registered with the SEC as QUANTUM CAPITAL GROUP. The firm was established in 04/13/2015. They have over 2 offices throughout the country.

QUANTUM CAPITAL GROUP is a Houston, Texas based Financial Planning firm with nearly $19,721,005,094 assets under management, offering retirement planning & investment advisory services to 47 clients. The firm is staffed with 118 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#174733
SEC#801-88204
Assets Managed by Firm$19,721,005,094
No. of Clients47
No. of Advisors118

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total47$19,721,005,094

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