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| Keyboard |
| Quantum Financial Services Inc
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|---|---|
| CRD # | 121631 |
| SEC # | 801-67729 |
| CIK # | |
| AUM | 730.9 M (2026-03-31) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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) | 78 | 730.9 |
| (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 | 516 | 730.9 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 516 | 730.9 |
| Total | 516 | 730.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 730.9 | |
| Total | 516 | 730.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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✚
|
CA | 732.0 M |
|
Navalign LLC
✚
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CA | 731.9 M |
|
Centerpoint Advisors LLC
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MA | 731.9 M |
|
Newman Dignan & Sheerar Inc
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RI | 731.3 M |
|
Sevenbridge Financial Group LLC
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PA | 731.1 M |
|
Traveka Wealth LLC
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CA | 730.8 M |
|
Schwarz Dygos Wheeler Investment Advisors LLC
✚
|
MN | 730.4 M |
|
Tiller Private Wealth Inc
✚
|
PA | 730.3 M |
|
Ipswich Investment Management Company Inc
✚
|
MA | 730.2 M |
|
Oak Harbor Wealth Partners LLC
✚
|
NC | 729.9 M |