RIA Intel›Advisers›Washington›QUANTUM FINANCIAL PLANNING SERVICES, INC.

QUANTUM FINANCIAL PLANNING SERVICES, INC.

Advisory

N·SPOKANE, WA

Data as of Dec 19, 2024 · Source: SEC Form ADV

Total AUM
$592M
1-Year AUM Growth
+26.8%
3-Year CAGR
+8.6%
Employees
9
Assets Under Management
Total AUM$592M
Discretionary AUM$573M
Non-Discretionary AUM$19M
Discretionary %96.8%
Total Clients708
Team
Total Employees9
Investment Advisers16
Employee Growth (1Y)+50.0%
Filing History
Total Filings on Record26
First FilingMar 1, 2017
Latest FilingDec 19, 2024
🔒 Full AUM trend chart and 26 historical filings spanning 7+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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