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).
Total Assets Under Management6MILLION
Total Number of Accounts16ACCOUNTS
Average Account Value$343,750
- A percentage of assets under your management
- Hourly charges
- 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
DE, NJ, PA
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.