QUANTUM FINANCIAL ADVISORS, LLC of SANTA MONICA, CA is an SEC-registered investment adviser (CRD 317386). Regulatory assets under management: $1.5B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions.
| Name | Role | Location |
|---|---|---|
| David Allen Dewolf | PARTNER | — |
| Scott Miller Swanson | PARTNER | — |
| Darius Geiser Gagne | PARTNER | — |
| John Dah-Ji Eing | PARTNER | — |
| Elizabeth James Greulich | PARTNER | — |
| Wende Mattson Headley | PARTNER | — |
| Ryan Anthony Balderian | PARTNER | — |
| Jessica Lu-Buetow | PARTNER & CHIEF COMPLIANCE OFFICER | — |
| Matthew John Higgins | PARTNER | — |
| Kimberly Helm | PARTNER | — |
| Adam Guadalupe Salas | PARTNER | — |
| MURRAY STEPHEN PATRICK | CHIEF COMPLIANCE OFFICER | — |
| DEWOLF DAVID ALLEN | PARTNER | — |
| GAGNE DARIUS GEISER | PARTNER | — |
| EING JOHN DAH-JI | PARTNER | — |
| HEADLEY WENDE MATTSON | PARTNER | — |
| GREULICH ELIZABETH JAMES | PARTNER | — |
| SWANSON SCOTT MILLER | PARTNER | — |
| Balderian Ryan Anthony | PARTNER | — |