| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Eric Christiansen Control | President, Cco | 50-75% | 2018 |
| Jordan David Curnutt Control | Treasurer | 10-25% | 2018 |
| Micah Stephen Coski Control | Vice President | 10-25% | 2018 |
Quantum Financial Planning Services, Inc. reports $591.6 million in regulatory assets under management on its Form ADV.
Quantum Financial Planning Services, Inc. reports 16 employees.
Quantum Financial Planning Services, Inc. is based in Spokane, WA and has been SEC-registered since 2017.
Quantum Financial Planning Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 720 W Boone Ave, Ste 100, Spokane, WA 99201 |
| Phone | 509-328-6653 |
| Fax | 509-328-1469 |
| Office hours | 8:00 a.m. - 5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $572.7M |
| Non-discretionary | $18.8M |
| Total (RAUM) | $591.6M |