Quantum Strategies Wealth Advisory
Quantum Strategies Wealth Advisory (CRD# 226572) is a financial advisory firm headquartered in Glen Mills, PA. They manage $55,727,065 in 68 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Quantum Strategies Wealth Advisory
By the Numbers
-
Total Assets Under Management56MILLION
-
Total Number of Accounts68ACCOUNTS
-
Average Account Value$819,516
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
DE, NJ, PA
Financial Advisors at Quantum Strategies Wealth Advisory
1
William Rizzo (CRD# 1988362) is an Investment Advisor Representative working at Quantum Strategies Wealth Advisory in Glen Mills, PA and has over 30 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.