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QUANTUM FINANCIAL SERVICES INC.

CRD 121631 · SEC 801-67729

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7400 SHADELAND AVE, SUITE 220, INDIANAPOLIS, IN, 46250, United States

Phone

317-845-1786

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$730.9M

Discretionary AUM

$0

Team

2 total employees; 2 advisory reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
High net worth individuals78$730.9M

States served

CA, IN, TX, FL

All web addresses on file

Official SEC filing: View on IAPD