Quantum Leap Capital, LLC
Quantum Leap Capital, LLC (CRD# 165310) is a financial advisory firm headquartered in South Burlington, VT. They manage $10,239,373 in 265 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management10MILLION
Total Number of Accounts265ACCOUNTS
Average Account Value$38,639
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
NY, TX, VT
William Walsh (CRD# 3049060) is an Investment Advisor Representative working at Quantum Leap Capital, LLC in South Burlington, VT and has over 19 years of experience in the finance industry. William Walsh 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.