QUANTUM PRIVATE WEALTH, LLC

TAMPA, Florida·2 registered advisors·CRD# 307358
SEC# 801-1181954847-474-1400
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 ManagementWealth Management
04

Advisors at QUANTUM PRIVATE WEALTH, LLC

2 registered advisors
James Marshall Perkins
TAMPA, Florida
Todd William Gambit
LAKE FOREST, Illinois
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.