RIA Intelligence

QUANTUM FINANCIAL STRATEGISTS INC

CRD #112681 SEC #801-56884 BOGART, GA 706-613-9624
SEC Registered
Total AUM
$116.1M
Discretionary
$48.4M
Employees
10
Clients
251
Accounts
604

Firm Details

Organization Type
Corporation
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jun 27, 2001
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ROEMMICH, ROGER, ALLANICHIEF EXECUTIVE OFFICERE Control
LEE, DUANE, EDWARDISTOCKHOLDERB
CORBITT, ROBERT, ASHLEYISTOCKHOLDERA

Registrations

Federal

IA
Jun 27, 2001 REGISTERED

Notice Filings (2)

GA SC

Address

1551 JENNINGS MILL ROAD SUITE 1800
BOGART, GA 30622
USA
Phone: 706-613-9624