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QUANTUM FINANCIAL ADVISORS INC
CRD 113563 · SEC 801-125887
51 MONROE STREET, SUITE 1902, ROCKVILLE, MD, 20850, United States
Phone
301-296-6203
Fax
202-955-9204
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$557.5M
Discretionary AUM
$151.0M
Team
10 total employees; 7 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 110 | $46.1M |
| High net worth individuals | 230 | $131.9M |
| Pension/profit sharing plans | 23 | $376.5M |
States served
DC, IN, MD, NV, PA, VA, FL
All web addresses on file
Official SEC filing: View on IAPD