Dale
Cowher
Quantum Financial Advisors Inc
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About this Advisor
Dale Cowher is a financial advisor working out of Pittsburgh, Pennsylvania who has 1 year of relevant experience. Cowher is on the advisory team at Quantum Financial Advisors Inc. During their career, Cowher has held roles at Quantum Financial Advisors, Inc and Dale K Cowher & Company LLC. Cowher is registered to operate in Pennsylvania. Quantum Financial Advisors Inc is a business based in Rockville, MD. The firm has offices in three locations and a total of eight people on staff. It oversees $133 million in total assets across its 263 customer accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 263 accounts, 91% belong to high-net-worth clients who have more than $1 million in assets available to invest. Quantum Financial Advisors Inc has a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial advisory fees vary depending on which services the firm provides the client. Fees billed by Quantum Financial Advisors Inc likely include some blend of asset-based, hourly and fixed fees.
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
Dale Cowher Work History
Dale has been registered as a financial advisor for 1 years.*
Quantum Financial Advisors, Inc
Dale K Cowher & Company LLC
*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 Dale Cowher 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
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