Quantum Private Wealth, LLC

Quantum Private Wealth, LLC (CRD# 307358) is a financial advisory firm headquartered in Tampa, FL. They manage $307,792,775 in 350 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
400 N. Ashley Drive, Suite 1900, Tampa, FL 33602
http://quantumprivatewealth.com
By the Numbers
  • Total Assets Under Management
    308
    MILLION
  • Total Number of Accounts
    350
    ACCOUNTS
  • Average Account Value
    $879,408
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, IL, MI, NE, TX

Financial Advisors at Quantum Private Wealth, LLC
Showing 1 - 1 of 1 top financial advisors.
1
James Perkins, financial advisor Tampa FL
James M. Perkins
CRD#: 1452088
400 N. Ashley Drive, Suite 1900, Tampa, FL 33602

James Perkins (CRD# 1452088) is an Investment Advisor Representative working at Quantum Private Wealth, LLC in Tampa, FL and has over 38 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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