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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