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Houston Edwin Scrudder

QUANTUM FINANCIAL PLANNING SERVICES, INC.·SPOKANE, Washington
Unclaimed Profile
1212 N WASHINGTON ST, SPOKANE, WA 99201-2400CRD# 417393Firm CRD# 115877
01

About

Houston Edwin Scrudder is a registered financial advisor based in SPOKANE, Washington, affiliated with QUANTUM FINANCIAL PLANNING SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
QUANTUM FINANCIAL PLANNING SERVICES, INC.
QUANTUM FINANCIAL PLANNING SERVICES, INC.
AUM
$592M
Regulatory assets under management
Employees
16
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 417393
Firm CRD# 115877
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Houston Edwin Scrudder offer?
Houston Edwin Scrudder specializes in Financial Planning, Investment Management. Contact their office in SPOKANE, Washington for a consultation.
What are Houston Edwin Scrudder's credentials?
Houston Edwin Scrudder is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Houston Edwin Scrudder located?
Houston Edwin Scrudder is based in SPOKANE, Washington, working with QUANTUM FINANCIAL PLANNING SERVICES, INC.. Their office serves clients in the SPOKANE metropolitan area and surrounding communities.
How does Houston Edwin Scrudder charge for services?
Houston Edwin Scrudder'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 PLANNING SERVICES, INC.?
QUANTUM FINANCIAL PLANNING SERVICES, INC. has approximately 16 employees and manages $592M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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