RIA Intel›Advisers›Indiana›QUANTUM FINANCIAL SERVICES INC.

QUANTUM FINANCIAL SERVICES INC.

Advisory

N·INDIANAPOLIS, IN

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$731M
1-Year AUM Growth
+21.5%
3-Year CAGR
+22.5%
Employees
2
Assets Under Management
Total AUM$731M
Discretionary AUM$0
Non-Discretionary AUM$731M
Discretionary %0%
Total Clients96
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record22
First FilingMar 20, 2007
Latest FilingMar 31, 2026
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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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