CRD: 121631
Quantum Financial Services Inc.
$730.9M Total AUM
$0 Disc. AUM
30.5% 3Y CAGR
2 Employees
78 ADV. Clients
27 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-10-1998
- Office Locations
- 1
Office Locations
7400 North Shadeland AVE Suite 220 Indianapolis IN
About Quantum Financial Services Inc.
Quantum Financial Services Inc. is an Indianapolis-based, retail-focused advisory firm providing financial planning and portfolio construction alongside insurance and estate planning support. The firm’s investment approach emphasizes ETFs and mutual funds, with stated interest in risk management, annuities and select alternative themes like cryptocurrency. Custodied at Charles Schwab and operates primarily on a non-discretionary advisory basis.
Team overview
66 AVG AGE
$365.4M AVG AUM / ADVISOR
$9.4M AVG AUM / CLIENT
16.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
27yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JACK THOMAS KOWAL
Chief Compliance Officer, President
- CRD
- #729667
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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R
RAY MARR IV
--
- CRD
- #7386928
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $730,899,118 | $1,416,471 |
| Total | $730,899,118 | $1,416,471 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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