800 Capitol Street
Suite 3600
Houston, Texas 77002
Tel: 713-452-2000
QUANTUM CAPITAL GROUP, formally registered with the SEC as QUANTUM CAPITAL GROUP. The firm was established in 04/13/2015. They have over 1 offices throughout the country.
QUANTUM CAPITAL GROUP is a Houston, Texas based Financial Planning firm with nearly $19,658,908,878 assets under management, offering retirement planning & investment advisory services to 40 clients. The firm is staffed with 97 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 174733 |
SEC# | 801-88204 |
Assets Managed by Firm | $19,658,908,878 |
No. of Clients | 40 |
No. of Advisors | 97 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 40 | $19,658,908,878 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$652,741,971,627 | 818 | 1096 | |
$192,398,103,714 | 269289 | 3349 | |
$140,836,403,633 | 3419 | 510 | |
$134,002,200,000 | 147 | 906 | |
$104,977,500,000 | 95 | 353 |
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