Emmanuel
Ike

Quantum Financial Advisors Inc

CRD#1984161
Investment Advisor
in Rockville, MD

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About this Advisor

Emmanuel Ike is a financial advisor based out of Rockville, Maryland with a total of 4 years of relevant experience. Ike is currently employed by Quantum Financial Advisors Inc. During their career, the advisor has held roles at Accounting&Consulting Sltns, North Side Christian Health Center, H. D. Vest Investment Services, Quantum Financial Advisors Inc and Avantax Investment Services, Inc. Ike holds a Series 63 license, designating them as a securities broker, and is able to advise clients in Pennsylvania. Quantum Financial Advisors Inc is an advisory firm that has its headquarters in Rockville, MD. The company has offices in three locations and a total of eight employees. It oversees $133 million in total assets among its 263 accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 263 client accounts, 91% belong to high-net-worth investors who have at least $1 million in assets. Quantum Financial Advisors Inc performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial advisory fee schedules typically are based on which service is offered. Fees billed by Quantum Financial Advisors Inc likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

51 Monroe Street Suite 1902
Rockville, MD 20850

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Quantum Financial Advisors Inc Brokerage Details

Total Assets Under Management

$132,494,280

MD Average: $6,889,882,315
Total Number of Employees

8

MD Average: 45
Total Number of Accounts

263

MD Average: 765
Average Account Size

$503,781

MD Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Emmanuel Ike Work History

Emmanuel has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Quantum Financial Advisors Inc

2012 - Present (12 years)

H. D. Vest Investment Services

2012 - Present (12 years)

Avantax Investment Services, Inc

2011 - Present (13 years)

North Side Christian Health Center

2004 - 2015 (11 years)

Accounting&Consulting Sltns

*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 Emmanuel Ike 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

Howard Lodge
Rockville, MD
Michael Huber
Rockville, MD
Dale Cowher
Pittsburgh, PA
Emmanuel Ike
Rockville, MD
Mark Tiralosi
Rockville, MD
Joseph Rinaldi Iii
Rockville, MD
Andrew Martin
Rockville, MD
John Weisbrod
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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