Quantum Financial Advisors Inc
Quantum Financial Advisors Inc is an SEC-registered wealth manager in Rockville, MD with $557.5M assets under management (AUM, regulatory AUM), +241% over one year. See who owns Quantum Financial Advisors Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 113563, SEC 801-125887, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $557.5M (2026-03-26)
- Firm type
- Wealth Manager
- Location
- Rockville, MD
- Employees
- 10
- Clients
- 363
- CRD
- 113563
- Ownership
- RINALDI, III, JOSEPH, FRANCIS; MARTIN, ANDREW, BERNARD; RINALDI, JOSEPH, FRANCIS
How much AUM does Quantum Financial Advisors Inc have?
Quantum Financial Advisors Inc reported $557.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Quantum Financial Advisors Inc?
Disclosed owners and executives of Quantum Financial Advisors Inc include RINALDI, III, JOSEPH, FRANCIS, MARTIN, ANDREW, BERNARD, RINALDI, JOSEPH, FRANCIS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.