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Dale Keith Cowher

Quantum Financial Advisors Inc.

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About Dale Keith Cowher

Dale Keith Cowher is an investment advisor representative at Quantum Financial Advisors Inc. Dale is registered to provide investment advice in Pennsylvania and has been with Quantum Financial Advisors Inc. since October 2021. Prior to joining Quantum Financial Advisors Inc. Dale was with Dale K Cowher & Company LLC. Dale provides financial planning services, pension consulting, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Dale Cowher is currently registered with Quantum Financial Advisors Inc.. Quantum Financial Advisors Inc. is a Rockville, MD-based registered investment advisor. The firm offers a range of advisory services, including financial planning, portfolio management for individuals and businesses, and pension consulting. Quantum Financial Advisors Inc. manages $143,151,828 in regulatory assets under management, primarily for high-net-worth individuals and individuals other than high-net-worth. The firm's clientele includes charitable organizations.
Quantum Financial Advisors Inc.

51 MONROE STREET

ROCKVILLE, MD 20850

$143.15M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Dale Cowher’s Registration & Firm History

PA

01/24/2022 - Present

Quantum Financial Advisors Inc. (PITTSBURGH PA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dale Keith Cowher.
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