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Iii Joseph Rinaldi

QUANTUM FINANCIAL ADVISORS INC·ROCKVILLE, Maryland
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51 MONROE STREET, ROCKVILLE, MD 20850CRD# 1012144Firm CRD# 113563
01

About

Iii Joseph Rinaldi is a registered financial advisor based in ROCKVILLE, Maryland, affiliated with QUANTUM FINANCIAL ADVISORS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
QUANTUM FINANCIAL ADVISORS INC
QUANTUM FINANCIAL ADVISORS INC
AUM
$143M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at QUANTUM FINANCIAL ADVISORS INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1012144
Firm CRD# 113563
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Iii Joseph Rinaldi offer?
Iii Joseph Rinaldi specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ROCKVILLE, Maryland for a consultation.
What are Iii Joseph Rinaldi's credentials?
Iii Joseph Rinaldi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Iii Joseph Rinaldi located?
Iii Joseph Rinaldi is based in ROCKVILLE, Maryland, working with QUANTUM FINANCIAL ADVISORS INC. Their office serves clients in the ROCKVILLE metropolitan area and surrounding communities.
How does Iii Joseph Rinaldi charge for services?
Iii Joseph Rinaldi's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is QUANTUM FINANCIAL ADVISORS INC?
QUANTUM FINANCIAL ADVISORS INC has approximately 10 employees and manages $143M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at QUANTUM FINANCIAL ADVISORS INC

Andrew Bernard Martin
WASHINGTON, DC

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Research
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