Quantum Financial Advisors LLC

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Assets, Funds, Holdings

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Quantum Financial Advisors LLC
CRD #317386
SEC #801-122978
CIK #0001929139
AUM $972.2 MM (2024-03-20)
Employees 13 (69% Investors, 0% Brokers)
Phone424-447-8268
Address1230 Rosecrans Ave
Manhattan Beach, CA 90266
Source [IAPD] [EDGAR] [Website] [Twitter] [Facebook]
Total AUM ($MM)
100080060040020002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 12.9
MSFT 1,918,222.4 6.1
NVDA 399,550.0 3.7
 
 
 
 
 
 
 
 
Holdings by Sector ($MM)
70056042028014002022202320242025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 230 138.3
(b) Individuals (high net worth individuals) 140 677.1
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.9
(n) Other 0 0.0
Total 1,364 816.3
By Discretionary
Discretionary 1,301 800.2
Non-Discretionary 63 16.1
Total 1,364 816.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 816.3
Total 1,364 816.3
EDGAR Form CIK 2011 - 2024
13F-HR [0001929139]
Comparable Firms State AUM ($BB)
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FL 1.0
Spectrum Wealth Counsel LLC
IN 1.0
Shepherd Financial Partners LLC
MA 1.0
Cascade Financial Partners LLC
CA 1.0
Fermata Advisors LLC
CA 1.0
Affiance Financial LLC
MN 1.0
Hill Investment Group Partners LLC
MO 1.0
TD Capital Management LLC
TN 1.0
Hodges Capital Management Inc
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Flagstar Advisors Inc
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