Quantum Financial Services Inc.

Quantum Financial Services Inc. (CRD# 121631) is a financial advisory firm headquartered in Indianapolis, IN. They manage $486,405,973 in 75 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
7400 Shadeland Ave, Suite 220, Indianapolis, IN 46250
http://quantumfinancialinc.com
By the Numbers
  • Total Assets Under Management
    486
    MILLION
  • Total Number of Accounts
    75
    ACCOUNTS
  • Average Account Value
    $6,485,413
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IN, TX

Financial Advisors at Quantum Financial Services Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Jack Kowal, financial advisor Indianapolis IN
Jack T. Kowal
CRD#: 729667
7400 North Shadeland Ave, Suite 220, Indianapolis, IN 46256

Jack Kowal (CRD# 729667) is an Investment Advisor Representative working at Quantum Financial Services Inc. in Indianapolis, IN and has over 42 years of experience in the finance industry.

2
Ray Marr, financial advisor Indianapolis IN
Ray Marr
CRD#: 7386928
7400 Shadeland Ave, Suite 220, Indianapolis, IN 46250

Ray Marr (CRD# 7386928) is an Investment Advisor Representative working at Quantum Financial Services Inc. in Indianapolis, IN and has over 2 years of experience in the finance industry.

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.

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