Quantum Financial Planning Services, Inc.
Quantum Financial Planning Services, Inc. is an SEC-registered mass-market adviser in Spokane, WA with $727.2M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Quantum Financial Planning Services, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 115877, SEC 801-110112, data through 2025-12-19.
- AUM (assets under management / regulatory AUM)
- $727.2M (2025-12-19)
- Firm type
- Mass-Market Adviser
- Location
- Spokane, WA
- Employees
- 19
- Clients
- 790
- CRD
- 115877
- Ownership
- CHRISTIANSEN, CHRISTOPHER, ERIC; COSKI, MICAH, Stephen; SCRUDDER, HOUSTON, EDWIN; NORD, JOHN, ALBERT; CURNUTT, JORDAN, DAVID
How much AUM does Quantum Financial Planning Services, Inc. have?
Quantum Financial Planning Services, Inc. reported $727.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2025-12-19).
Who owns Quantum Financial Planning Services, Inc.?
Disclosed owners and executives of Quantum Financial Planning Services, Inc. include CHRISTIANSEN, CHRISTOPHER, ERIC, COSKI, MICAH, Stephen, SCRUDDER, HOUSTON, EDWIN, NORD, JOHN, ALBERT, CURNUTT, JORDAN, DAVID. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.