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| Happy Holidays!! thanks for using AUM13F!! |
| Quantum Financial Services Inc
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|---|---|
| CRD # | 121631 |
| SEC # | 801-67729 |
| CIK # | |
| AUM | $590.8 M (2025-03-21) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 317-845-1786 |
| Address | 7400 Shadeland Ave Indianapolis, IN 46250 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 96 | 590.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 96 | 590.8 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 96 | 590.8 |
| Total | 96 | 590.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 590.8 | |
| Total | 96 | 590.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Northwest Investment Counselors LLC
✚
|
OR | 0.6 |
|
Quantum Financial Planning Services Inc
✚
|
WA | 0.6 |
|
Cyrus J Lawrence LLC
✚
|
NY | 0.6 |
|
Gradient Securities LLC
✚
|
MN | 0.6 |
|
Compass Capital Corporation
✚
|
MA | 0.6 |
|
Lauterbach Financial Advisors LLC
✚
|
TX | 0.6 |
|
RPG Family Wealth Advisory LLC
✚
|
MA | 0.6 |
|
Hennion & Walsh Asset Management Inc
✚
|
NJ | 0.6 |
|
Jacobson & Schmitt Advisors LLC
✚
|
WI | 0.6 |
|
Siharum Advisors LLC
✚
|
MA | 0.6 |