Overview
Assets Under Management: $173 million
High-Net-Worth Clients: 3
Average Client Assets: $37.3 million
Frequently Asked Questions
QUANTITATIVE VALUE TECHNOLOGIES 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 #307451), QUANTITATIVE VALUE TECHNOLOGIES is subject to fiduciary duty under federal law.
QUANTITATIVE VALUE TECHNOLOGIES serves 3 high-net-worth clients according to their SEC filing dated March 21, 2024. View client details ↓
According to their SEC Form ADV, QUANTITATIVE VALUE TECHNOLOGIES offers portfolio management for individuals, portfolio management for businesses, and portfolio management for pooled investment vehicles. View all service details ↓
QUANTITATIVE VALUE TECHNOLOGIES manages $173 million in client assets according to their SEC filing dated March 21, 2024.
According to their SEC Form ADV, QUANTITATIVE VALUE TECHNOLOGIES serves high-net-worth individuals, businesses, and pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.88%
Average Client Assets: $37.3 million
Total Client Accounts: 13
Discretionary Accounts: 7
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 307451
Filing ID: 1847805
Last Filing Date: 2024-03-21 13:17:00