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Howard Rinehart Lodge

Quantum Financial Advisors Inc.

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About Howard Rinehart Lodge

Howard Rinehart Lodge is a Registered Investment Advisor with Quantum Financial Advisors Inc. based in Rockville, MD. Howard Lodge has been in the industry for over 30 years. He has experience with both individual clients and businesses. Howard is also able to provide financial planning and pension consulting services.

Firm Information

Howard Lodge 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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Howard Lodge’s Registration & Firm History

MD

12/05/2023 - Present

Quantum Financial Advisors Inc. (ROCKVILLE MD)

NY

07/15/1994 - 04/11/1995

BARCLAY INVESTMENTS, INC. (NEW YORK NY)

NY

07/29/1987 - 04/27/1994

MORGAN STANLEY MARKET PRODUCTS INC. (NEW YORK NY)

NY

11/20/1985 - 04/27/1994

MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 09/12/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/08/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/29/1992

Series 16 - NYSE Supervisory Analyst Examination

BC

Issued 11/16/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Howard Rinehart Lodge.
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