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QUANTUM CAPITAL GROUP
800 Capitol Street
Suite 3600
Houston, Texas 77002
Tel: 713-452-2000
About QUANTUM CAPITAL GROUP
QUANTUM CAPITAL GROUP, formally registered with the SEC as QUANTUM CAPITAL GROUP. The firm was established in 03/30/2012. They have over 2 offices throughout the country.
QUANTUM CAPITAL GROUP is a Houston, Texas based Financial Planning firm with nearly $539,702,786 assets under management, offering retirement planning & investment advisory services to 9 clients. The firm is staffed with 118 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 160267 |
| SEC# | 801-74053 |
| Assets Managed by Firm | $539,702,786 |
| No. of Clients | 9 |
| No. of Advisors | 118 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 9 | $539,702,786 |
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