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QUANTUM FINANCIAL ADVISORS, LLC

SEC Form ADV profile.

Total regulatory AUM
$1,484,111,762
Discretionary
$1,470,469,309
Non-discretionary
$13,642,453

Firm details

CRD number
317386
SEC file number
801-122978
Main office
SANTA MONICA, CA, United States
Employees
16
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.