Quantum Financial Management LLC

Quantum Financial Management LLC (CRD# 142891) is a financial advisory firm headquartered in Deerfield, IL. They manage $13,269,390 in 86 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    86
    ACCOUNTS
  • Average Account Value
    $154,295
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

IL, TX

Financial Advisors at Quantum Financial Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Malay Vasavda
CRD#: 5273983
500 Lake Cook Road, Suite 350, Deerfield, IL 60015
101
Wealthminder
score

I work with successful individuals and families to help them achieve their financial goals through the use of strategic comprehensive wealth management utilizing advanced financial planning, investment management, and professional adviser relationship management. My areas of expertise include retirement, investment, estate, insurance, and college planning. I develop a deep understanding of my clients' goals, values, and relationships in order to design and implement a wealth management strategy that is specifically tailored to each client's needs. I work on a Fee-Only basis, which means that I do not receive any compensation by anyone other than my clients. This ensures a high level of objectivity and integrity when I make recommendations to clients. I provide a high touch, high level of service to ensure client success now and in the future.

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