Quantum Financial Strategists Inc (Bogart)

Name: Quantum Financial Strategists Inc
Address: 1551 Jennings Mill Road Suite 2400 B, Bogart, GA, 30622
Telephone: 706-613-9624

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.

Quantum Financial Strategists: assets under management

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 firm manages $35.43 million in discretionary accounts and $2.87 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $64.53 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $124.7 thousand.

Fees & Commissions

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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Quantum Financial Strategists Inc

Duane Edward Lee joined the executive team most recently as the Stockholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Ashley Corbitt	Stockholder	1 Jul 1999	Other	4420866
Roger Allan Roemmich	Chief executive officer	1 Aug 2000	75% - 100%	1293322
Duane Edward Lee	Stockholder	1 Oct 2000	Other	2423849

Based in Bogart

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.