QUANTUM FINANCIAL ADVISORS INC of ROCKVILLE, MD is an SEC-registered investment adviser (CRD 113563). Regulatory assets under management: $557.5M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
| Name | Role | Location |
|---|---|---|
| Iii Joseph Rinaldi | PRESIDENT, CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | — |
| RINALDI ELLIS FRANCIS | PRESIDENT; PRESIDENT, CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER; PRESIDENT/CHIEF COMPLIANCE OFFICER & SENIOR MANAGING DIRECTOR (+1 more) | — |
| MARTIN ANDREW BERNARD | CHIEF COMPLIANCE OFFICER; DIRECTOR OF COMPLIANCE | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 702-994-1926 |
| — | — | 1 | 412-367-9076 |
| — | — | 1 | 301-296-6203 |
| — | — | 1 | 301-296-6203 |
| — | — | 1 | 301-296-6203 |
| — | — | 1 | 702-994-1926 |
| — | — | 1 | 412-367-9076 |
| — | — | 1 | 301-296-6203 |
| — | — | 1 | 301-296-6203 |
| — | — | 1 | 301-296-6203 |