Overview
Assets Under Management: $147 million
Headquarters: WHITTIER, CA
High-Net-Worth Clients: 115
Average Client Assets: $1.1 million
Frequently Asked Questions
QUANTUM ECONOMETRICS, 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 #161197), QUANTUM ECONOMETRICS, LLC is subject to fiduciary duty under federal law.
QUANTUM ECONOMETRICS, LLC is headquartered in WHITTIER, CA.
QUANTUM ECONOMETRICS, LLC serves 115 high-net-worth clients according to their SEC filing dated March 23, 2023. View client details ↓
According to their SEC Form ADV, QUANTUM ECONOMETRICS, LLC offers portfolio management for individuals. View all service details ↓
QUANTUM ECONOMETRICS, LLC manages $147 million in client assets according to their SEC filing dated March 23, 2023.
According to their SEC Form ADV, QUANTUM ECONOMETRICS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 115
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.00%
Average Client Assets: $1.1 million
Total Client Accounts: 194
Discretionary Accounts: 175
Non-Discretionary Accounts: 19
Regulatory Filings
CRD Number: 161197
Filing ID: 1719631
Last Filing Date: 2023-03-23 21:31:00