Quantum Financial Strategists Inc is a large advisory firm based in Bogart. It manages $38.29 million of regulatory assets for 572 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Georgia.
Quantum Financial Strategists provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Quantum Financial Strategists Inc is $38.29 million. The firm's AUM has gone down by -67% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Quantum Financial Strategists Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Duane Edward Lee joined the executive team most recently as the Stockholder.
The principal office where Quantum Financial Strategists Inc performs its advisory services is located at 1551 Jennings Mill Road Suite 2400 B, Bogart, GA 30622, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 706-613-9624 or by fax 706-543-1334. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at quantumfs.com.