Andrew
Martin
Quantum Financial Advisors Inc
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About this Advisor
Andrew Martin is a financial advisor operating out of Rockville, Maryland with 14 years of relevant experience. Martin is an advisor for Quantum Financial Advisors Inc. Over the course of their career, Martin has held roles at Martin & Wall and Quantum Financial Advisors. Martin maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Nevada. Quantum Financial Advisors Inc is a financial advisory firm headquartered in Rockville, MD. The investment advisory business has offices in three locations and a total of eight people on staff. It oversees $133 million in assets across its 263 client accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 263 client accounts, 91% are held by high-net-worth individuals who have more than $1 million in assets. The firm performs a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial advisory services are based on which service is offered. However, fee types charged by Quantum Financial Advisors Inc can be comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Quantum Financial Advisors Inc Brokerage Details
$132,494,280
8
263
$503,781
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Andrew Martin Work History
Andrew has been registered as a financial advisor for 14 years.*
Quantum Financial Advisors
Martin & Wall
*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 Andrew Martin 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 Advisors Inc
Rockville, MD
Rockville, MD
Pittsburgh, PA
Rockville, MD
Rockville, MD
Rockville, MD
Rockville, MD
Pittsburgh, PA
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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