Quantum Financial Advisors, LLC
Quantum Financial Advisors, LLC (CRD# 317386) is a financial advisory firm headquartered in El Segundo, CA. They manage $972,227,177 in 1,466 accounts and serve the financial needs of clients across 12 states (or territories).
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Total Assets Under Management972MILLION
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Total Number of Accounts1,466ACCOUNTS
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Average Account Value$663,184
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AR, AZ, CA, CO, MA, MD, NC, NJ, NY, OR, TX, WA
Scott Swanson (CRD# 6491551) is an Investment Advisor Representative working at Quantum Financial Advisors, LLC in Santa Monica, CA and has over 7 years of experience in the finance industry. Scott Swanson 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Ryan Balderian (CRD# 6759503) is an Investment Advisor Representative working at Quantum Financial Advisors, LLC in El Segundo, CA and has over 7 years of experience in the finance industry.
David Dewolf (CRD# 4989155) is an Investment Advisor Representative working at Quantum Financial Advisors, LLC in El Segundo, CA and has over 18 years of experience in the finance industry.
John Eing (CRD# 6480695) is an Investment Advisor Representative working at Quantum Financial Advisors, LLC in El Segundo, CA and has over 8 years of experience in the finance industry.
Darius Gagne (CRD# 2886373) is an Investment Advisor Representative working at Quantum Financial Advisors, LLC in El Segundo, CA and has over 24 years of experience in the finance industry.
Elizabeth Greulich (CRD# 6530952) is an Investment Advisor Representative working at Quantum Financial Advisors, LLC in El Segundo, CA and has over 8 years of experience in the finance industry.
Wende Headley (CRD# 6236175) is an Investment Advisor Representative working at Quantum Financial Advisors, LLC in El Segundo, CA and has over 9 years of experience in the finance industry.
Kimberly Helm (CRD# 6941559) is an Investment Advisor Representative working at Quantum Financial Advisors, LLC in El Segundo, CA and has over 5 years of experience in the finance industry.
Matthew Higgins (CRD# 6762868) is an Investment Advisor Representative working at Quantum Financial Advisors, LLC in El Segundo, CA and has over 6 years of experience in the finance industry.