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QUANTUM PRIVATE WEALTH, LLC
QUANTUM PRIVATE WEALTH, LLC
TAMPA, Florida
·
2 registered advisors
·
CRD# 307358
SEC# 801-118195
4
847-474-1400
01
Firm Overview
AUM
$308M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Investment Management
Wealth Management
04
Advisors at QUANTUM PRIVATE WEALTH, LLC
2 registered advisors
James Marshall Perkins
TAMPA, Florida
CRD# 1452088
Todd William Gambit
LAKE FOREST, Illinois
CRD# 4726423
05
Office Locations
LAKE FOREST, Illinois
1 advisor
TAMPA, Florida
1 advisor
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Data sourced from SEC Form ADV filings. QUANTUM PRIVATE WEALTH, LLC (CRD# 307358) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.