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Home > Retirement Planners > california > calabasas > QUANTITATIVE STRATEGIES, INC.
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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