Quantum Strategies

Quantum Strategies (CRD# 226572) is a financial advisory firm headquartered in , . They manage $5,500,000 in 16 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $343,750
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DE, NJ, PA

Financial Advisors at Quantum Strategies
Showing 1 - 1 of 1 top financial advisors.
1
William J. Rizzo
CRD#: 1988362
Chadds Ford, PA
81
Wealthminder
score

William Rizzo (CRD# 1988362) is an Investment Advisor Representative working at Quantum Strategies in Chadds Ford, PA and has over 23 years of experience in the finance industry.

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