Assets Under Management
$94.8M
Number of Clients
317
Number of Advisors
6
Average Client AUM
$299K
AUM per Advisor
$15.8M
Compensation
Fee-Only (AUM)
Quantum Financial Partners provides investment advisory services to individuals, small businesses, and foundations through tailored management of individual accounts. They may delegate discretion to outside managers with client approval. Client accounts are held at a third-party custodian, Charles Schwab & Co., Inc. Quantum also manages a limited partnership, Octopus LP.
11460 Tomahawk Creek Parkway, Suite 320, Leawood, KS, 66211