Quantum Financial Services Inc.
Quantum Financial Services Inc. is an SEC-registered ria in Indianapolis, IN with $730.9M assets under management (AUM, regulatory AUM), +24% over one year. See who owns Quantum Financial Services Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 121631, SEC 801-67729, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $730.9M (2026-03-31)
- Firm type
- Ria
- Location
- Indianapolis, IN
- Employees
- 2
- Clients
- 78
- CRD
- 121631
- Ownership
- KOWAL, JACK, THOMAS
How much AUM does Quantum Financial Services Inc. have?
Quantum Financial Services Inc. reported $730.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Quantum Financial Services Inc.?
Disclosed owners and executives of Quantum Financial Services Inc. include KOWAL, JACK, THOMAS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.