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).

By the Numbers
  • Total Assets Under Management
    972
    MILLION
  • Total Number of Accounts
    1,466
    ACCOUNTS
  • Average Account Value
    $663,184
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CO, MA, MD, NC, NJ, NY, OR, TX, WA

Financial Advisors at Quantum Financial Advisors, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Scott M. Swanson
CRD#: 6491551
222 N. Pacific Coast Highway, Floor 10, El Segundo, CA 90266

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.

2
Ryan A. Balderian
CRD#: 6759503
222 N. Pacific Coast Highway, Floor 10, El Segundo, CA 90266

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.

3
David A. Dewolf
CRD#: 4989155
222 N. Pacific Coast Highway, Floor 10, El Segundo, CA 90266

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.

4
John D. Eing
CRD#: 6480695
222 N. Pacific Coast Highway, Floor 10, El Segundo, CA 90266

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.

5
Darius G. Gagne
CRD#: 2886373
222 N. Pacific Coast Highway, Floor 10, El Segundo, CA 90266

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.

6
Elizabeth J. Greulich
CRD#: 6530952
222 N. Pacific Coast Highway, Floor 10, El Segundo, CA 90266

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.

7
Wende M. Headley
CRD#: 6236175
222 N. Pacific Coast Highway, Floor 10, El Segundo, CA 90266

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.

8
Kimberly Helm
CRD#: 6941559
222 N. Pacific Coast Highway, Floor 10, El Segundo, CA 90266

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.

9
Matthew J. Higgins
CRD#: 6762868
222 N. Pacific Coast Highway, Floor 10, El Segundo, CA 90266

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.

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