Quantum Financial Advisors Inc

Overview

Quantum Financial Advisors Inc is an SEC registered investment adviser based in Rockville, MD, registered since 2012. It reports $558M in assets under management across 364 accounts, with 10 employees. It has 10 investment adviser representatives.

Reported AUM

$558M

Discretionary

27%

Accounts

364

Average account

$1.5M

Employees

10

Advisory reps

10

Registered since

2012

Jurisdictions

7

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients

Client types

• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• Joseph Francis Rinaldi III President, Chief Compliance Officer, Chief Investment Officer CRD 1012144

Advisory reps 3 of 10

• Michael James Huber Investment Adviser Rep CRD 7090706
• Emmanuel Ngozi Ike Investment Adviser Rep CRD 1984161
• Yongxiang Li Investment Adviser Rep CRD 4556591

7 more advisory reps, with emails, phones and branch locations

Location

Headquarters

51 Monroe St Ste 1902
Rockville, MD 20850

County

Montgomery

Metro area

Washington-Arlington-Alexandria, DC-VA-MD-WV

Region

South

Registrations

• SEC registered
• Registered in 7 jurisdictions
• Website: instragram.com/quantumfinancialadvisors

Every state, with registration dates

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