Quantum Financial Services Inc.
● SEC registered since 2007CRD 121631SEC# 801-67729Indianapolis, IN
Reg. AUM
$730.9M
Employees
2
Accounts
516
Location
Indianapolis, IN
Quantum Financial Services Inc. assets under management
Quantum Financial Services Inc. is a registered investment adviser overseen by the SEC based in Indianapolis, IN. The firm has been registered since 2007. It reports $730.9 million in regulatory assets under management and employs 2 people.
Quantum Financial Services Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jack Thomas Kowal Control | President/Chief Compliance Officer | Over 75% | 1994 |
Frequently asked questions
How much does Quantum Financial Services Inc. manage?
Quantum Financial Services Inc. reports $730.9 million in regulatory assets under management on its Form ADV.
How many employees does Quantum Financial Services Inc. have?
Quantum Financial Services Inc. reports 2 employees.
Where is Quantum Financial Services Inc. located?
Quantum Financial Services Inc. is based in Indianapolis, IN and has been SEC-registered since 2007.
Does Quantum Financial Services Inc. disclose fund performance?
Quantum Financial Services Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7400 Shadeland Ave, Suite 220, Indianapolis, IN 46250 |
| Phone | 317-845-1786 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$730.9M▲ 24%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 39%
Larger than 61% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$730.9Mregulatory AUM
Discretionary $0Non-discretionary $730.9M