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
By the Numbers
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Total Assets Under Management308MILLION
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Total Number of Accounts350ACCOUNTS
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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
Registered Investment Advisor
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
1
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.
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