Investment adviser · CRD 133786

QUANTUM FAMILY OFFICE GROUP, LLC

Investment adviser filing (IA)

CORAL GABLES, FL, United States · Form ADV filed Aug 31, 2012

Regulatory AUM
$75.3M
Form ADV · Item 5.F
Client accounts
97
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Aug 31, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management

Compensation

Percentage of assets · Fixed

Principal office

1500 SAN REMO AVENUE, SUITE 210
CORAL GABLES, FL, 33146, United States

CRD 133786

Filing source

Form ADV 661477 · Aug 31, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.