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| Happy Holidays!! thanks for using AUM13F!! |
| Quantum Financial Planning Services Inc
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| CRD # | 115877 |
| SEC # | 801-110112 |
| CIK # | 0002050169 |
| AUM | $591.6 M (2025-07-02) |
| Employees | 16 (56% Investors, 0% Brokers) |
| Phone | 509-328-6653 |
| Address | 720 W Boone Ave Spokane, WA 99201 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Costco Wholesale Corp /NEW | 2.1 | ||
| Microsoft Corp | 1.6 | ||
| Apple Inc | 1.4 | ||
| Amazon Com Inc | 1.1 | ||
| Oracle Corp | 0.6 | ||
| Alphabet Inc | 0.5 | ||
| Oneok Inc /New/ | 0.5 | ||
| Exxon Mobil Corp | 0.4 | ||
| MPLX LP | 0.4 | ||
| Home Depot Inc | 0.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 522 | 205.9 |
| (b) Individuals (high net worth individuals) | 186 | 375.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 8.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.9 |
| (n) Other | 0 | 0.0 |
| Total | 2,475 | 591.6 |
| By Discretionary | ||
| Discretionary | 2,420 | 572.7 |
| Non-Discretionary | 55 | 18.8 |
| Total | 2,475 | 591.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 591.6 | |
| Total | 2,475 | 591.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002050169] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
The Marshall Financial Group LLC
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|
MD | 0.6 |
|
Curran Financial Partners LLC
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|
SC | 0.6 |
|
Greenwich Investment Management Inc
✚
|
CT | 0.6 |
|
Northwest Investment Counselors LLC
✚
|
OR | 0.6 |
|
Cyrus J Lawrence LLC
✚
|
NY | 0.6 |
|
Gradient Securities LLC
✚
|
MN | 0.6 |
|
Quantum Financial Services Inc
✚
|
IN | 0.6 |
|
Compass Capital Corporation
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|
MA | 0.6 |
|
Lauterbach Financial Advisors LLC
✚
|
TX | 0.6 |
|
RPG Family Wealth Advisory LLC
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|
MA | 0.6 |