Ray
Marr
Quantum Financial Services Inc
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About this Advisor
Ray Marr is a financial advisor working in Indianapolis, Indiana with 2 years of industry experience. Marr is currently employed by Quantum Financial Services Inc. Marr has gained experience at Quantum Financial Services Inc, Sei Investments, University Of Indianapolis, Extended Travel and Marr Family Limited Partnership. Marr maintains a Series 65 license, qualifying them as an investment advisor representative, and is registered to advise clients in Florida, Indiana and Texas. Quantum Financial Services Inc is a registered investment business that has its headquarters in Indianapolis, IN. It handles $329 million in assets under management between its 92 customer accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 92 accounts, 91% belong to high-net-worth clients who have greater than $1 million in investable assets. Quantum Financial Services Inc performs a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advice are based on the type of services offered. However, fee types billed by Quantum Financial Services Inc can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Quantum Financial Services Inc Brokerage Details
$329,128,027
3
92
$3,577,479
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Ray Marr Work History
Ray has been registered as a financial advisor for 2 years.*
Quantum Financial Services Inc
Sei Investments
Extended Travel
University Of Indianapolis
Marr Family Limited Partnership
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ray Marr to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Quantum Financial Services Inc
Indianapolis, IN
Indianapolis, IN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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