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QUANTUM FINANCIAL ADVISORS, LLC
CRD 317386 · SEC 801-122978
530 WILSHIRE BLVD, STE 206, SANTA MONICA, CA, 90401, United States
Phone
(424) 447-8268
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.48B
Discretionary AUM
$1.47B
Team
16 total employees; 11 advisory reps; 1 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 280 | $285.0M |
| High net worth individuals | 171 | $1.19B |
States served
AR, CA, CO, IN, MD, MA, NJ, NY, NC, OR, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD