Quantum Capital Management

Quantum Capital Management (CRD# 143150) is a financial advisory firm headquartered in San Francisco, CA. They manage $798,261,510 in 320 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    798
    MILLION
  • Total Number of Accounts
    320
    ACCOUNTS
  • Average Account Value
    $2,494,567
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, HI, IL, LA, MN, MO, NY, OH, OR

Financial Advisors at Quantum Capital Management
Showing 1 - 5 of 5 top financial advisors.
1
Daniel C. Young
CRD#: 4557518
311 California Street, Suite 510, San Francisco, CA 94104
96
Wealthminder
score

Daniel Young (CRD# 4557518) is an Investment Advisor Representative working at Quantum Capital Management in San Francisco, CA and has over 13 years of experience in the finance industry. Daniel Young has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Howard B. Aschwald
CRD#: 1080548
311 California Street, Suite 510, San Francisco, CA 94104
93
Wealthminder
score

Howard Aschwald (CRD# 1080548) is an Investment Advisor Representative working at Quantum Capital Management in San Francisco, CA and has over 33 years of experience in the finance industry.

3
Peter C. Sinatra
CRD#: 2445979
311 California Street, Suite 510, San Francisco, CA 94104
93
Wealthminder
score

Peter Sinatra (CRD# 2445979) is an Investment Advisor Representative working at Quantum Capital Management in San Francisco, CA and has over 22 years of experience in the finance industry.

4
Timothy D. Chatard
CRD#: 2168272
311 California Street, Suite 510, San Francisco, CA 94104
90
Wealthminder
score

Timothy Chatard (CRD# 2168272) is an Investment Advisor Representative working at Quantum Capital Management in San Francisco, CA and has 1 year of experience in the finance industry.

5
Xiaojie Chen
CRD#: 6203635
311 California Street, Suite 510, San Francisco, CA 94104
88
Wealthminder
score

Xiaojie Chen (CRD# 6203635) is an Investment Advisor Representative working at Quantum Capital Management in San Francisco, CA and has over 2 years of experience in the finance industry.

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