Quantum Financial Planning Services, Inc.
● SEC registered since 2017CRD 115877SEC# 801-110112Spokane, WA
Reg. AUM
$727.2M
Employees
19
Accounts
3,025
Location
Spokane, WA
Quantum Financial Planning Services, Inc. assets under management
Quantum Financial Planning Services, Inc. is an investment advisory firm registered with the SEC based in Spokane, WA. The firm has been registered since 2017. It reports $727.2 million in regulatory assets under management and employs 19 people.
Quantum Financial Planning Services, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Eric Christiansen Control | President, Cco | 50-75% | 2018 |
| Jordan David Curnutt Control | Treasurer | 10-25% | 2018 |
| Micah Stephen Coski Control | Vice President | 10-25% | 2018 |
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Join to unlock · $37/moFrequently asked questions
How much does Quantum Financial Planning Services, Inc. manage?
Quantum Financial Planning Services, Inc. reports $727.2 million in regulatory assets under management on its Form ADV.
How many employees does Quantum Financial Planning Services, Inc. have?
Quantum Financial Planning Services, Inc. reports 19 employees.
Where is Quantum Financial Planning Services, Inc. located?
Quantum Financial Planning Services, Inc. is based in Spokane, WA and has been SEC-registered since 2017.
Does Quantum Financial Planning Services, Inc. disclose fund performance?
Quantum Financial Planning Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 720 W Boone Ave, Ste 100, Spokane, WA 99201 |
| Phone | 509-328-6653 |
| Fax | 509-328-1469 |
| Office hours | 8:00 a.m. - 5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$727.2M▲ 23%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 39%
Larger than 61% of 16,271 advisers
EmployeesTop 25%
More than 75% of 16,825 advisers
Assets under management
$727.2Mregulatory AUM
Discretionary $711.3MNon-discretionary $15.9M