Quantum Financial Advisors

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

19,135

Total plan assets

$336.0M

Filings (rows)

Direct comp

$19K

Indirect comp

Showing only "QUANTUM FINANCIAL ADVISORS"

View all 2 variants aggregated →

QUANTUM FINANCIAL STRATEGIES7 QUANTUM FINANCIAL ADVISORS2

SERVICES PROVIDED

Investment manager2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Newport Group, Inc. Ascensus Secure Retirement Pooled Employer Plan · all filings	FOLSOM, CA	Investment manager	11,059	$205.6M	$12K	$0
Newport Group, Inc. Ascensus Secure Retirement Pooled Employer Plan · all filings	FOLSOM, CA	Investment manager	8,076	$130.4M	$7K	$0