Quantum Capital Investments, Inc.

Quantum Capital Investments, Inc. (CRD# 156037) is a financial advisory firm headquartered in , . They manage $95,000,000 in 240 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.quantumcapitalinvestments.com
By the Numbers
  • Total Assets Under Management
    95
    MILLION
  • Total Number of Accounts
    240
    ACCOUNTS
  • Average Account Value
    $395,833
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Quantum Capital Investments, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Joshua Betancourt, financial advisor Elmwood Park IL
Joshua E. Betancourt
CRD#: 4565704
Elmwood Park, IL

Joshua Betancourt (CRD# 4565704) is an Investment Advisor Representative working at Quantum Capital Investments, Inc. in Elmwood Park, IL and has over 19 years of experience in the finance industry.

2
John Henek, financial advisor River Forest IL
John F. Henek
CRD#: 5908472
River Forest, IL

John Henek, (CRD# 5908472) is a Fiduciary Advisor and principal at Quantum Capital Investments, Inc. in River Forest, IL and has over 10 years of experience in the finance industry.  Quantum specializes in reducing taxes for business owners and individuals and lowering investment fees in IRAs and 401ks and lowering taxes in taxable investment accounts.  We include financial planning and tax planning as part of our low, flat fee. 

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals