Quantum Financial Services Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Portfolios
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
CAFR Data
Quantum Financial Services Inc
CRD #121631
SEC #801-67729
CIK #
AUM $196.4 MM (0% Disc, 100% US)
Employees2 (50% Investors, 0% Brokers)
Phone317-845-1786
Address7400 Shadeland Ave
Indianapolis, IN 46250
Source [IAPD] [Website]
Total AUM ($MM)
200160120804002006201020152020
Comparable Firms State AUM ($BB)
HVB Capital Management Inc
NY 0.2
Valley Forge Capital Advisors Inc
PA 0.2
Sigma Financial Services Inc
VA 0.2
Heartland Wealth Advisors LLC
KS 0.2
Banyan Global Investment Advisors LLC
FL 0.2
Personal Financial Consultants Inc
CA 0.2
Universal Financial Planning Consultants Inc
MO 0.2
Bourne Lent Asset Management Inc
NY 0.2
Jackson Hole Capital Partners LLC
OK 0.2
Pointe Capital Management LLC
MI 0.2
Terms of Service | Privacy Policy | User Guide
tony@aum13f.com