| Name | Title | Ownership | Since |
|---|---|---|---|
| III Joseph Francis Rinaldi Control | President, Chief Compliance Officer & Chief Investment Officer | Over 75% | 1996 |
Quantum Financial Advisors Inc reports $163.7 million in regulatory assets under management on its Form ADV.
Quantum Financial Advisors Inc reports 10 employees.
Quantum Financial Advisors Inc is based in Rockville, MD and has been SEC-registered since 2022.
Quantum Financial Advisors Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 51 Monroe Street, Suite 1902, Rockville, MD 20850 |
| Phone | 301-296-6203 |
| Fax | 202-955-9204 |
| Office hours | 10:00 a.m. To 4:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $119.7M |
| Non-discretionary | $44M |
| Total (RAUM) | $163.7M |