Quantum Private Wealth is an investment advisor in Lake Forest with $326.41 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
844248448
SEC advisor number
801-118195
FINRA CRD number
307358
AUM ?
$307.79 mm
(as of 13 Mar 24)
Accounts
350
(as of 13 Mar 24)
Employees
3
(1 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
30 Jan 24
13F-HR
Quarterly holdings report by institutional manager
2 Nov 23
13F-HR
Quarterly holdings report by institutional manager
27 Jul 23
13F-HR
Quarterly holdings report by institutional manager
19 Apr 23
13F-HR
Quarterly holdings report by institutional manager
20 Jan 23
13F-HR
Quarterly holdings report by institutional manager
1 Nov 22
13F-HR
Quarterly holdings report by institutional manager
17 Aug 22
13F-HR
Quarterly holdings report by institutional manager
27 May 22
13F-HR
Quarterly holdings report by institutional manager
26 May 22