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 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.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 174733 |
| SEC# | 801-88204 |
| Assets Managed by Firm | $19,721,005,094 |
| No. of Clients | 47 |
| No. of Advisors | 118 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 47 | $19,721,005,094 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $749,622,475,396 | 1153 | 1166 | |
| $151,257,095,924 | 2923 | 481 | |
| $141,927,200,000 | 158 | 1036 | |
| $118,041,119,970 | 827 | 319 | |
| $112,362,200,000 | 102 | 361 |
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