QUANTUM FINANCIAL LLC

QUANTUM FINANCIAL LLC is an SEC-registered investment adviser (CRD 295542). Regulatory assets under management: $3.1M.

Registration

• CRD: 295542
• Type: Registered investment adviser
• Phone: 203-530-6673
• Latest filing: 2026-03-31
• Regulatory AUM: $3.1M
• Non-discretionary AUM: $3.1M
• Clients: 1
• Accounts: 14

Business model

Compensation: % of AUM.

Clients served: High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 295542 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search