Overview
Assets Under Management: $172 million
Headquarters: WAYZATA, MN
High-Net-Worth Clients: 39
Average Client Assets: $3 million
Frequently Asked Questions
QUANTITATIVE ASSET MANAGEMENT, 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 #143279), QUANTITATIVE ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
QUANTITATIVE ASSET MANAGEMENT, LLC is headquartered in WAYZATA, MN.
QUANTITATIVE ASSET MANAGEMENT, LLC serves 39 high-net-worth clients according to their SEC filing dated February 07, 2024. View client details ↓
According to their SEC Form ADV, QUANTITATIVE ASSET MANAGEMENT, LLC offers portfolio management for individuals. View all service details ↓
QUANTITATIVE ASSET MANAGEMENT, LLC manages $172 million in client assets according to their SEC filing dated February 07, 2024.
According to their SEC Form ADV, QUANTITATIVE ASSET MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.36
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 179
Discretionary Accounts: 179
Regulatory Filings
CRD Number: 143279
Last Filing Date: 2024-02-07 00:00:00
Website: https://qamgmt.com