SEC Form ADV

QUANTUM FINANCIAL PLANNING SERVICES, INC.

Registered Investment AdviserWA
$727.2M
Assets Under Management
3,025
Total Clients
Get LP Contact Details

Registration Details

Accession
CRD-115877
Location
SPOKANE, WA
Filing Date
December 19, 2025
AUM
$727.2M
Total Clients
3,025
Amendment
No

About this Adviser

QUANTUM FINANCIAL PLANNING SERVICES, INC. is a registered investment adviser headquartered in SPOKANE, WA, managing approximately $727.2M in assets across 3,025 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.