V-SQUARE QUANTITATIVE MANAGEMENT

320 N Sangamon St
Suite 1225
Chicago, Illinois 60607
Tel: (312) 872-7281

About V-SQUARE QUANTITATIVE MANAGEMENT

V-SQUARE QUANTITATIVE MANAGEMENT, formally registered with the SEC as V-SQUARE QUANTITATIVE MANAGEMENT. The firm was established in 11/27/2020. They have over 1 offices throughout the country.

V-SQUARE QUANTITATIVE MANAGEMENT is a Chicago, Illinois based Financial Planning firm with nearly $883,438,485 assets under management, offering retirement planning & investment advisory services to 19 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	310355
SEC#	801-119868
Assets Managed by Firm	$883,438,485
No. of Clients	19
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	19	$883,438,485
High net worth individuals	18	$807,078,103

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