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Home > Retirement Planners > washington > spokane > QUANTUM FINANCIAL PLANNING SERVICES, INC.
QUANTUM FINANCIAL PLANNING SERVICES, INC.
720 W Boone Ave
Ste 100
Spokane, Washington 99201
Tel: 509-328-6653
About QUANTUM FINANCIAL PLANNING SERVICES, INC.
QUANTUM FINANCIAL PLANNING SERVICES, INC, formally registered with the SEC as QUANTUM FINANCIAL PLANNING SERVICES, INC. The firm was established in 03/15/2017. They have over 1 offices throughout the country.
QUANTUM FINANCIAL PLANNING SERVICES, INC. is a Spokane, Washington based Financial Planning firm with nearly $591,577,039 assets under management, offering retirement planning & investment advisory services to 2475 clients. The firm is staffed with 16 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 115877 |
| SEC# | 801-110112 |
| Assets Managed by Firm | $591,577,039 |
| No. of Clients | 2475 |
| No. of Advisors | 16 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2475 | $591,577,039 |
| Individuals (other than high net worth individuals) | 522 | $205,860,065 |
| High net worth individuals | 186 | $375,080,840 |
| Charitable organizations | Fewer than 5 clients | $8,753,213 |
| Corporations or other businesses | Fewer than 5 clients | $1,882,921 |
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