Joshua E Betancourt
Investment adviser representative at Quantum Capital Investments, Inc.
17 yearsExperience
1 stateRegistered in
$153MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Quantum Capital Investments, Inc.Jan 2011 to now
- Quantum CapitalMar 2009 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (IL).
Quantum Capital Investments, Inc.
$153MAssets managed
189Clients
2Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4565704
- Firm CRD
- 156037