Overview
Assets Under Management: $758 million
Headquarters: MINNETONKA, MN
High-Net-Worth Clients: 227
Average Client Assets: $2.4 million
Frequently Asked Questions
QUANTITATIVE ADVANTAGE, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #110575), QUANTITATIVE ADVANTAGE, LLC is subject to fiduciary duty under federal law.
QUANTITATIVE ADVANTAGE, LLC is headquartered in MINNETONKA, MN.
QUANTITATIVE ADVANTAGE, LLC serves 227 high-net-worth clients according to their SEC filing dated April 20, 2023. View client details ↓
According to their SEC Form ADV, QUANTITATIVE ADVANTAGE, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
QUANTITATIVE ADVANTAGE, LLC manages $758 million in client assets according to their SEC filing dated April 20, 2023.
According to their SEC Form ADV, QUANTITATIVE ADVANTAGE, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 227
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.73%
Average Client Assets: $2.4 million
Total Client Accounts: 2,143
Discretionary Accounts: 2,143
Regulatory Filings
CRD Number: 110575
Filing ID: 1747615
Last Filing Date: 2023-04-20 17:04:00