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QUANTUM FINANCIAL SERVICES INC.
QUANTUM FINANCIAL SERVICES INC.
INDIANAPOLIS, Indiana
·
1 registered advisor
·
CRD# 121631
SEC# 801-67729
0
317-845-1786
01
Firm Overview
AUM
$486M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at QUANTUM FINANCIAL SERVICES INC.
1 registered advisor
Jack Thomas Kowal
INDIANAPOLIS, Indiana
CRD# 729667
05
Office Locations
INDIANAPOLIS, Indiana
1 advisor
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Data sourced from SEC Form ADV filings. QUANTUM FINANCIAL SERVICES INC. (CRD# 121631) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.