Quantumvest, Inc.

Quantumvest, Inc. (CRD# 171780) is a financial advisory firm headquartered in Phoenix, AZ. They manage $27,212,566 in 278 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
2600 N. 44th St., Ste 210 Bldg B, Phoenix, AZ 85008
https://quantum-vest.com/
By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    278
    ACCOUNTS
  • Average Account Value
    $97,887
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
  • 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, TX

Financial Advisors at Quantumvest, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Austin Roncancio, financial advisor Phoenix AZ
Austin L. Roncancio
CRD#: 6745943
2600 N. 44th St., Ste 210 Bldg B, Phoenix, AZ 85008

Austin Roncancio (CRD# 6745943) is an Investment Advisor Representative working at Quantumvest, Inc. in Phoenix, AZ and has over 7 years of experience in the finance industry.

2
Taylor Roncancio, financial advisor Phoenix AZ
Taylor Roncancio
CRD#: 6000081
2600 N. 44th St., Ste 210 Bldg B, Phoenix, AZ 85008

Taylor Roncancio (CRD# 6000081) is an Investment Advisor Representative working at Quantumvest, Inc. in Phoenix, AZ and has over 12 years of experience in the finance industry.

3
Jared Zientz, financial advisor Phoenix AZ
Jared Zientz
CRD#: 7216019
2600 N. 44th St., Ste 210 Bldg B, Phoenix, AZ 85008

Jared Zientz (CRD# 7216019) is an Investment Advisor Representative working at Quantumvest, Inc. in Phoenix, AZ and has over 4 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals