Quantum Asset Management
- Company typePrivate
- Founded2005
- HeadquartersColorado Springs, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
Quantum Asset Management firmographics
Firmographics- Name
- Quantum Asset Management
- Legal name
- Quantum Asset Management Inc.
- Website
- https://quantumasset.net
- Company type
- Private
- Founded year
- 2005
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Quantum Asset Management industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
Keywords
Where Quantum Asset Management is headquartered
LocationHeadquarters
- HQ city
- Colorado Springs
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Quantum Asset Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Others
Revenue model
- Advisory Services: Fee-based financial advisory services provided through Cambridge Investment Research Advisors, Inc. Services include financial planning, investment management, retirement planning, estate planning, and risk management for individuals and families.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
Quantum Asset Management product offering
Product offeringCore offering
Quantum Asset Management is an independent registered investment advisor that delivers personalized financial planning and investment advisory services to individuals and families. Services span retirement planning, investment management, estate planning, risk management, and tax planning, delivered through one-on-one consultations with the firm's Investment Advisor Representative. Securities are offered through Cambridge Investment Research, Inc., and advisory services through Cambridge Investment Research Advisors, Inc.
Product overview
Quantum Asset Management is a financial advisory firm that provides comprehensive financial planning and wealth management services to individuals and families. The firm specializes in investment management, retirement planning, estate planning, risk management, and tax planning. Their primary service offering is personalized financial advisory, delivered through one-on-one consultations with investment advisor representatives. The firm operates in partnership with Cambridge Investment Research, Inc. for securities brokerage services and operates under Cambridge Investment Research Advisors, Inc. for advisory services.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning and Investment Advisory Services Comprehensive financial planning and investment advisory engagement for individuals and families, delivered through one-on-one consultations with the firm's Investment Advisor Representative. The engagement covers retirement, investment, estate, tax, risk, and business succession planning within a long-term relationship.
- Retirement Planning (Enjoy Your Retirement) Retirement-focused planning for individuals and families in the 5-to-10-year window before and after retirement, including retirement income strategy, tax-efficient withdrawal sequencing, distribution planning, and inflation protection.
- Investment Management (Your Capital At Work) Ongoing investment management including portfolio review, rebalancing, risk oversight, and alignment of the portfolio to the client's financial plan and risk tolerance.
- Estate Planning (Leave A Legacy) Estate planning coordination including review of wills, beneficiary designations, and legacy/wealth transfer strategies to ensure that estate documents reflect current intentions.
- Risk Management and Income Protection Risk management services aimed at protecting client income and financial plans against market volatility, sequence-of-returns risk, and other financial shocks, including insurance and income protection review.
- Business Succession Planning Succession and transition planning for small and medium-sized business owners, including business valuation considerations, transition preparation, exit strategy, and wealth transfer coordination.
Quantifiable outcome
- Asset-weighted average expense ratio for U.S. mutual funds and ETFs has fallen to 0.34%, down from 0.83% in 2005 - helping clients identify fee savings opportunities
- +1 more outcomes
Companies that use Quantum Asset Management
Customer profileSegments3 records
Ideal customer profiles3 records
Quantum Asset Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Quantum Asset Management partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- Cambridge Investment Research, Inc.coreSecurities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA & SIPC. This partnership provides the regulatory and custodial infrastructure for securities transactions and brokerage services.
- Cambridge Investment Research Advisors, Inc.coreAdvisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. This partnership provides the RIA platform and compliance framework for the firm's advisory services.
Scale indicators1 record
Recent moves5 records
Expansion highlights3 records
Quantum Asset Management competitors and assessment
Company assessmentOthers
- Cetera Financial Group: Independent advisor support platform providing RIA and broker-dealer infrastructure to independent financial advisors — analogous platform role to Cambridge, hosting comparably-sized practices serving the same client types.
- Cambridge Investment Research: QAM's registered broker-dealer and RIA platform partner; comparable independent advisory practices operate under the same Cambridge umbrella, providing a natural peer set of similarly-sized RIAs with identical back-office infrastructure.
Emerging players
- Empower (Personal Capital): Hybrid digital wealth management and personal advisory platform combining automated planning tools with human advisors — directly targets retiree and pre-retiree wealth segments that overlap QAM's core clientele.
- Facet Wealth: Tech-enabled flat-fee financial planning firm targeting HNW households — competes with QAM for the same HNW and near-retirement segment but with a digital-first delivery model and lower fees.
Direct peers
- Fisher Investments: Large active asset manager serving retail and HNW investors with discretionary portfolio management and retirement-focused advice — overlapping QAM's investment management and retirement planning capabilities, though at institutional scale.
- Hightower Advisors: Hybrid RIA partnership platform where independent advisors operate under shared compliance and investment infrastructure — directly analogous to QAM's Cambridge affiliation model, serving HNW and retirement-focused clientele.
- Sanctuary Wealth: Partnership-style platform supporting independent financial advisors with RIA and broker-dealer services, targeting HNW clients and business owners — analogous operating model to QAM's Cambridge arrangement.
Broad incumbents
- Edward Jones: Mass-affluent focused financial advisory firm with thousands of local advisors serving retirement-age households — the same primary segment QAM targets, but at vastly larger scale and national reach.
- Raymond James Financial Services: Large diversified wealth manager with an independent advisor channel serving mass-affluent and pre-retiree clients through local practices — similar advisor-led distribution model and client base, at significantly larger scale.
- Creative Planning: Large RIA offering comprehensive financial planning, retirement, estate, and tax services to individuals and HNW families — directly overlapping QAM's service menu and client profile at significantly greater scale.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Quantum Asset Management social profiles
Digital presenceQuantum Asset Management compliance and trust
Trust signalCompliance2 records
Quantum Asset Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Quantum Asset Management leadership team
Management profileNumber of profiles
Profiles1 record
Quantum Asset Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Quantum Asset Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Quantum Asset Management
What does Quantum Asset Management do?
Quantum Asset Management is an independent registered investment advisor that delivers personalized financial planning and investment advisory services to individuals and families. Services span retirement planning, investment management, estate planning, risk management, and tax planning, delivered through one-on-one consultations with the firm's Investment Advisor Representative. Securities are offered through Cambridge Investment Research, Inc., and advisory services through Cambridge Investment Research Advisors, Inc.
Is Quantum Asset Management a public or private company?
Quantum Asset Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Quantum Asset Management founded?
Quantum Asset Management was founded in 2005. It employs 1 to 10 people.
Where is Quantum Asset Management based?
Quantum Asset Management is headquartered in Colorado Springs, United States, in the North America region.
How does Quantum Asset Management make money?
One revenue line is on record: advisory Services.
Who are Quantum Asset Management's main competitors?
Others on record are Cetera Financial Group and Cambridge Investment Research. Emerging players are Empower (Personal Capital) and Facet Wealth. Direct peers are Fisher Investments, Hightower Advisors and Sanctuary Wealth. Broad incumbents are Edward Jones, Raymond James Financial Services and Creative Planning.
Does Quantum Asset Management have an API?
No public API is recorded for Quantum Asset Management.
What industry is Quantum Asset Management in?
Quantum Asset Management's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAAABAD, Advisory Portfolio Management (Non-Discretionary). Its NAICS code is 523940 and its SIC code is 6282.