Quantum Financial Advisors Inc
● SEC registered since 2022CRD 113563SEC# 801-125887Rockville, MD
Reg. AUM
$557.5M
Employees
10
Accounts
364
Location
Rockville, MD
Quantum Financial Advisors Inc assets under management
Quantum Financial Advisors Inc is a registered investment adviser overseen by the SEC based in Rockville, MD. The firm has been registered since 2022. It reports $557.5 million in regulatory assets under management and employs 10 people.
Quantum Financial Advisors Inc owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| III Joseph Francis Rinaldi Control | President, Chief Compliance Officer & Chief Investment Officer | Over 75% | 1996 |
Frequently asked questions
How much does Quantum Financial Advisors Inc manage?
Quantum Financial Advisors Inc reports $557.5 million in regulatory assets under management on its Form ADV.
How many employees does Quantum Financial Advisors Inc have?
Quantum Financial Advisors Inc reports 10 employees.
Where is Quantum Financial Advisors Inc located?
Quantum Financial Advisors Inc is based in Rockville, MD and has been SEC-registered since 2022.
Does Quantum Financial Advisors Inc disclose fund performance?
Quantum Financial Advisors Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 51 Monroe Street, Suite 1902, Rockville, MD 20850 |
| Phone | 301-296-6203 |
| Fax | 202-955-9204 |
| Office hours | 10:00 a.m. To 4:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$557.5M▲ 241%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 45%
Larger than 55% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$557.5Mregulatory AUM
Discretionary $151MNon-discretionary $406.5M