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Quantum Financial Advisors LLC
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CRD # | 317386 |
SEC # | 801-122978 |
CIK # | 0001929139 |
AUM | $972.2 MM (2024-03-20) |
Employees | 13 (69% Investors, 0% Brokers) |
Phone | 424-447-8268 |
Address | 1230 Rosecrans Ave Manhattan Beach, CA 90266 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
Total AUM ($MM) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($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 |
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13F-HR | [0001929139] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Mariner Institutional LLC
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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
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|
CA | 1.0 |
Affiance Financial LLC
✚
|
MN | 1.0 |
Hill Investment Group Partners LLC
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|
MO | 1.0 |
TD Capital Management LLC
✚
|
TN | 1.0 |
Hodges Capital Management Inc
✚
|
TX | 1.0 |
Flagstar Advisors Inc
✚
|
NY | 1.0 |