Overview
Assets Under Management: $187 million
Headquarters: CALABASAS, CA
High-Net-Worth Clients: 29
Average Client Assets: $1 million
Frequently Asked Questions
QUANTITATIVE STRATEGIES, INC. 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 #117908), QUANTITATIVE STRATEGIES, INC. is subject to fiduciary duty under federal law.
QUANTITATIVE STRATEGIES, INC. is headquartered in CALABASAS, CA.
QUANTITATIVE STRATEGIES, INC. serves 29 high-net-worth clients according to their SEC filing dated March 10, 2025. View client details ↓
According to their SEC Form ADV, QUANTITATIVE STRATEGIES, INC. offers portfolio management for individuals. View all service details ↓
QUANTITATIVE STRATEGIES, INC. manages $187 million in client assets according to their SEC filing dated March 10, 2025.
According to their SEC Form ADV, QUANTITATIVE STRATEGIES, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 29
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 22.53
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 204
Discretionary Accounts: 204
Regulatory Filings
CRD Number: 117908
Filing ID: 1940511
Last Filing Date: 2025-03-10 11:12:00
Website: https://qstrategiesinc.com