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Quantum Financial Planning Services
Quantum Financial Planning Services, Inc. is an SEC-registered investment adviser in Spokane, WA, registered since 2017. The firm manages $727 million in...
Quantum Financial Planning Services
Quantum Financial Planning Services, Inc. is an SEC-registered investment adviser in Spokane, WA, registered since 2017. The firm manages $727 million in assets, with $711 million discretionary. It has 19 employees and 13 investment advisers.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
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Country
—
City
—
Corporate office
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Frequently asked questions
Who runs investment decisions at Quantum Financial Planning Services?
No named principal or investment committee member for Quantum Financial Planning Services appears in public records or the SEC's IARD database. The firm is registered as an RIA, but specific decision-makers are not listed in accessible sources.
How does Quantum Financial Planning Services source deal flow?
Without public disclosures on sourcing methodology, it is not possible to confirm how Quantum Financial Planning Services generates investment opportunities. Many small RIAs rely on custodial platforms like Schwab or Fidelity and third-party research.
Is Quantum Financial Planning Services a family office or a traditional RIA?
The firm is registered as an RIA with the SEC, not as a family office. Its name and registration type indicate it provides financial planning services, likely to retail or high-net-worth clients, rather than managing concentrated family wealth.
What investment stages does Quantum Financial Planning Services typically target?
Available records do not specify investment-stage preferences. As an RIA, the firm likely allocates to public securities, mutual funds, and ETFs rather than private direct deals or venture capital.
Does Quantum Financial Planning Services participate in direct investments or fund commitments?
Publicly accessible SEC filings (Form ADV) have not been reviewed for this firm. Typically, RIAs of this size manage separately managed accounts and invest in open-end funds, but no definitive information exists.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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