Quantum Leap Capital, LLC

Quantum Leap Capital, LLC (CRD# 165310) is a financial advisory firm headquartered in South Burlington, VT. They manage $83,271,439 in 538 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
3 Baldwin Ave, South Burlington, VT 05403
https://www.quantumleapcapital.com
By the Numbers
  • Total Assets Under Management
    83
    MILLION
  • Total Number of Accounts
    538
    ACCOUNTS
  • Average Account Value
    $154,780
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY, TX, VT

Financial Advisors at Quantum Leap Capital, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Alison Davis, financial advisor South Burlington VT
Alison J. Davis
CRD#: 6911640
3 Baldwin Ave, South Burlington, VT 05403

Alison Davis (CRD# 6911640) is an Investment Advisor Representative working at Quantum Leap Capital, LLC in South Burlington, VT and has over 5 years of experience in the finance industry.

2
William Walsh, financial advisor South Burlington VT
William B. Walsh
CRD#: 3049060
3 Baldwin Ave, South Burlington, VT 05403

William Walsh (CRD# 3049060) is an Investment Advisor Representative working at Quantum Leap Capital, LLC in South Burlington, VT and has over 25 years of experience in the finance industry.

3
Deirdre Keenan, financial advisor South Burlington VT
Deirdre M. Keenan
CRD#: 7646199
3 Baldwin Ave, South Burlington, VT 05403

Deirdre Keenan (CRD# 7646199) is an Investment Advisor Representative working at Quantum Leap Capital, LLC in South Burlington, VT and has 1 year 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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