QUANTUM FINANCIAL SERVICES INC.
CRD #121631 SEC #801-67729 INDIANAPOLIS, IN 317-845-1786
SEC Registered
Total AUM
$590.8M
Discretionary
$0
Employees
2
Clients
51
Accounts
96
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $590.8M | $0 | $590.8M | 2 | 0 |
| Jul 2024 | $486.4M | $0 | $486.4M | 2 | 0 |
| Mar 2024 | $486.4M | $0 | $486.4M | 2 | 0 |
| Mar 2023 | $329.1M | $0 | $329.1M | 3 | 0 |
| Mar 2022 | $321.4M | $0 | $321.4M | 3 | 0 |
| Mar 2021 | $252.1M | $0 | $252.1M | 2 | 0 |
| Jun 2020 | $222.4M | $0 | $222.4M | 2 | 0 |
| Apr 2020 | $222.4M | $0 | $222.4M | 2 | 0 |
| Mar 2020 | $222.4M | $0 | $222.4M | 2 | 0 |
| Mar 2019 | $196.4M | $0 | $196.4M | 2 | 0 |
| Mar 2018 | $181.9M | $0 | $181.9M | 2 | 0 |
| Mar 2017 | $162.9M | $0 | $162.9M | 2 | 26 |
| Mar 2016 | $159.8M | $0 | $159.8M | 2 | 26 |
| Mar 2015 | $154.1M | $0 | $154.1M | 2 | 26 |
| Mar 2014 | $139.8M | $0 | $139.8M | 2 | 26 |
| Mar 2013 | $125.6M | $0 | $125.6M | 2 | 26 |
| Mar 2012 | $116M | $116M | $0 | 1 | 26 |
| Jan 2008 | $30.2M | $0 | $30.2M | 5 | -- |
| Mar 2007 | $25.4M | $0 | $25.4M | 5 | -- |
DateMar 2025
Total AUM$590.8M
Discretionary$0
Non-Disc.$590.8M
Employees2
Clients0
DateJul 2024
Total AUM$486.4M
Discretionary$0
Non-Disc.$486.4M
Employees2
Clients0
DateMar 2024
Total AUM$486.4M
Discretionary$0
Non-Disc.$486.4M
Employees2
Clients0
DateMar 2023
Total AUM$329.1M
Discretionary$0
Non-Disc.$329.1M
Employees3
Clients0
DateMar 2022
Total AUM$321.4M
Discretionary$0
Non-Disc.$321.4M
Employees3
Clients0
DateMar 2021
Total AUM$252.1M
Discretionary$0
Non-Disc.$252.1M
Employees2
Clients0
DateJun 2020
Total AUM$222.4M
Discretionary$0
Non-Disc.$222.4M
Employees2
Clients0
DateApr 2020
Total AUM$222.4M
Discretionary$0
Non-Disc.$222.4M
Employees2
Clients0
DateMar 2020
Total AUM$222.4M
Discretionary$0
Non-Disc.$222.4M
Employees2
Clients0
DateMar 2019
Total AUM$196.4M
Discretionary$0
Non-Disc.$196.4M
Employees2
Clients0
DateMar 2018
Total AUM$181.9M
Discretionary$0
Non-Disc.$181.9M
Employees2
Clients0
DateMar 2017
Total AUM$162.9M
Discretionary$0
Non-Disc.$162.9M
Employees2
Clients26
DateMar 2016
Total AUM$159.8M
Discretionary$0
Non-Disc.$159.8M
Employees2
Clients26
DateMar 2015
Total AUM$154.1M
Discretionary$0
Non-Disc.$154.1M
Employees2
Clients26
DateMar 2014
Total AUM$139.8M
Discretionary$0
Non-Disc.$139.8M
Employees2
Clients26
DateMar 2013
Total AUM$125.6M
Discretionary$0
Non-Disc.$125.6M
Employees2
Clients26
DateMar 2012
Total AUM$116M
Discretionary$116M
Non-Disc.$0
Employees1
Clients26
DateJan 2008
Total AUM$30.2M
Discretionary$0
Non-Disc.$30.2M
Employees5
Clients--
DateMar 2007
Total AUM$25.4M
Discretionary$0
Non-Disc.$25.4M
Employees5
Clients--