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Quantum Financial Services Inc.

● SEC registered since 2007CRD 121631SEC# 801-67729Indianapolis, IN
Export (members)
Reg. AUM
$590.8M
Employees
2
Accounts
96
Location
Indianapolis, IN

Quantum Financial Services Inc. assets under management

Quantum Financial Services Inc. is a registered investment adviser overseen by the SEC based in Indianapolis, IN. The firm has been registered since 2007. It reports $590.8 million in regulatory assets under management and employs 2 people.
quantumfinancialinc.comView on SEC.gov ↗

Quantum Financial Services Inc. owners & executives

1 reported
NameTitleOwnershipSince
Jack Thomas Kowal ControlPresident/Chief Compliance OfficerOver 75%1994

Frequently asked questions

How much does Quantum Financial Services Inc. manage?

Quantum Financial Services Inc. reports $590.8 million in regulatory assets under management on its Form ADV.

How many employees does Quantum Financial Services Inc. have?

Quantum Financial Services Inc. reports 2 employees.

Where is Quantum Financial Services Inc. located?

Quantum Financial Services Inc. is based in Indianapolis, IN and has been SEC-registered since 2007.

Does Quantum Financial Services Inc. disclose fund performance?

Quantum Financial Services Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7400 Shadeland Ave, Suite 220, Indianapolis, IN 46250
Phone317-845-1786
Office hours9a.m.-5p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$590.8M
Total (RAUM)$590.8M