QUANTUM FINANCIAL PLANNING SERVICES, INC.
SEC Form ADV profile.
Total regulatory AUM
$727,199,491
Discretionary
$711,257,291
Non-discretionary
$15,942,200
Firm details
- CRD number
- 115877
- SEC file number
- 801-110112
- Main office
- SPOKANE, WA, United States
- Employees
- 19
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.