Quantum Capital Management Dba Qcm, LLC is a large advisory firm based in Corte Madera. It manages $242 million of regulatory assets for 433 client accounts. It has been registered with the SEC as an adviser since 2008.
Quantum Capital Management Dba Qcm provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Quantum Capital Management Dba Qcm, LLC is $242 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Quantum Capital Management Dba Qcm, LLC for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Stephen Andrew Bradley has been acting as President since 1 Jan 2007. Llc Focus Financial Partners joined the executive team most recently as the Member.
The principal office where Quantum Capital Management Dba Qcm, LLC performs its advisory services is located at 770 Tamalpais Drive, Corte Madera, CA 94925, 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 415-927-8430 or by fax 415-927-8433. The normal business hours are 8:30-5:00 on Monday - Friday. You can find more information about the New York firm at www.quantumcap.com.