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Quantum Family Office Group, LLC (Coral Gables)


Quantum Family Office Group, LLC is an adviser based in Coral Gables. It manages $75.3 million of regulatory assets for 97 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Florida.




Quantum Family Office Group provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Quantum Family Office Group: assets under management

The assets under management (AUM) of Quantum Family Office Group, LLC is $75.3 million. The firm's AUM has grown by 71% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $73.02 million in discretionary accounts and $2.28 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $760.63 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.28 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Quantum Family Office Group, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Coral Gables

The principal office where Quantum Family Office Group, LLC performs its advisory services is located at 1500 San Remo Avenue, Coral Gables, FL 33146, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 305-740-2508 or by fax 305-740-2509. The normal business hours are by appointment only on Monday - Friday.


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