Common Contracts
4 similar Discretionary Investment Advisory Agreement contracts
ContractDiscretionary Investment Advisory Agreement • January 5th, 2023 • Maryland
Quantum Financial Advisors A Money And Wealth Management Firm Discretionary Investment Advisory AgreementPennsylvania QUANTUM FINANCIAL ADVISORSA comprehensive financial services and wealth management firm committed to your long- term success Quantum Financial Advisors, Inc. QFA is a registered investment advisor in the States of the District of Columbia, Maryland, New Jersey, Nevada, Virginia, and Pennsylvania. QFA's primary mailing address is in Rockville, Maryland. QFA may only transact business in a State if it is first registered, excluded or exempted from applicable registration. No follow up communications to persons in any State will be made absent compliance with applicable registration requirement or an applicable exemption or exclusion.QFA's web site and brochures are limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication
ContractDiscretionary Investment Advisory Agreement • January 5th, 2023 • Maryland
Quantum Financial Advisors A Money And Wealth Management Firm Discretionary Investment Advisory AgreementPennsylvania QUANTUM FINANCIAL ADVISORSA comprehensive financial services and wealth management firm committed to your long- term success Quantum Financial Advisors, Inc. QFA is a registered investment advisor in the States of the District of Columbia, Maryland, New Jersey, Nevada, Virginia, and Pennsylvania. QFA's primary mailing address is in Rockville, Maryland. QFA may only transact business in a State if it is first registered, excluded or exempted from applicable registration. No follow up communications to persons in any State will be made absent compliance with applicable registration requirement or an applicable exemption or exclusion.QFA's web site and brochures are limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication
Discretionary Investment Advisory AgreementDiscretionary Investment Advisory Agreement • September 11th, 2020 • Maryland
Quantum Financial Advisors, Inc. QFA is a registered investment advisor in the States of the District of Columbia, Maryland, New Jersey, Nevada, Virginia, and Pennsylvania. QFA's primary mailing address is in Rockville, Maryland. QFA may only transact business in a State if it is first registered, excluded or exempted from applicable registration. No follow up communications to persons in any State will be made absent compliance with applicable registration requirement or an applicable exemption or exclusion.
Discretionary Investment Advisory AgreementDiscretionary Investment Advisory Agreement • October 14th, 2015 • District of Columbia
Quantum Financial Advisors, Inc. QFA is a registered investment advisor in the States of the District of Columbia, Maryland, New Jersey, Nevada, Virginia, and Pennsylvania. QFA's primary mailing address is in Rockville, Maryland. QFA may only transact business in a State if it is first registered, excluded or exempted from applicable registration. No follow up communications to persons in any State will be made absent compliance with applicable registration requirement or an applicable exemption or exclusion.
