https://www.quantumadvisors.com • MANHATTAN BEACH, CA • Investment Advisor How do I update this listing?
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Quantum Financial Advisors is based out of Manhattan Beach. Quantum Financial Advisors is a large advisory firm with 347 clients and discretionary assets under management (AUM) of $887,262,307 (Form ADV from 2022-05-13). Their last reported 13F filing for Q2 2022 included $266,637,000 in managed 13F securities and a top 10 holdings concentration of 79.64%. Quantum Financial Advisors's largest holding is Avantis Real E state ETF with shares held of 969,942. Whalewisdom has at least 1 13F filings