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QUANTUM FINANCIAL PLANNING SERVICES, INC.
CRD 115877 · SEC 801-110112
720 W BOONE AVE, STE 100, SPOKANE, WA, 99201, United States
Phone
509-328-6653
Fax
509-328-1469
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$727.2M
Discretionary AUM
$711.3M
Team
19 total employees; 13 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2025-12-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 537 | $217.5M |
| High net worth individuals | 253 | $498.8M |
States served
AK, AZ, CA, CO, ID, MT, NV, OR, WA, TX, FL
All web addresses on file
- HTTPS://WWW.INSTAGRAM.COM/QUANTUMFINANCIALPLANNING/
- HTTPS://WWW.LINKEDIN.COM/COMPANY/QUANTUM-FINANCIAL
- https://www.youtube.com/channel/UCALe9a_CPkaZY0kBNP_WaTQ
- https://www.youtube.com/channel/UCEVwETIohYNL9_1aRZf-xWg
- https://www.quantumplanning.com/podcast/
- https://www.threads.net/@quantumfinancialplanning
- HTTPS://WWW.FACEBOOK.COM/QUANTUM-FINANCIAL-PLANNING-SERVICES-INC-118537494888812
- HTTP://WWW.QUANTUMPLANNING.COM
Official SEC filing: View on IAPD