QUANTITATIVE STRATEGIES, INC.

27001 Agoura Road, Suite 150
Calabasas, California 91301-5104
Tel: 818-708-6888

About QUANTITATIVE STRATEGIES, INC.

QUANTITATIVE STRATEGIES, INC, formally registered with the SEC as QUANTITATIVE STRATEGIES, INC. The firm was established in 12/17/2001. They have over 1 offices throughout the country.

QUANTITATIVE STRATEGIES, INC. is a Calabasas, California based Financial Planning firm with nearly $172,075,000 assets under management, offering retirement planning & investment advisory services to 205 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	117908
SEC#	801-60783
Assets Managed by Firm	$172,075,000
No. of Clients	205
No. of Advisors	2

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	205	$172,075,000
Individuals (other than high net worth individuals)	169	$103,032,500
High net worth individuals	26	$57,473,000
Pension and profit sharing plans	10	$11,569,500

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