641 E. Lake Street
Suite 216
Wayzata, Minnesota 55391
Tel: 952-476-7855
QUANTITATIVE ASSET MANAGEMENT, LLC, formally registered with the SEC as QUANTITATIVE ASSET MANAGEMENT, LLC. The firm was established in 03/15/2007. They have over 1 offices throughout the country.
QUANTITATIVE ASSET MANAGEMENT, LLC is a Wayzata, Minnesota based Financial Planning firm with nearly $171,741,051 assets under management, offering retirement planning & investment advisory services to 179 clients. The firm is staffed with 2 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 143279 |
SEC# | 801-67607 |
Assets Managed by Firm | $171,741,051 |
No. of Clients | 179 |
No. of Advisors | 2 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 179 | $171,741,051 |
Individuals (other than high net worth individuals) | 133 | $36,793,267 |
High net worth individuals | 37 | $117,740,096 |
Charitable organizations | 2 | $17,207,688 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$479,793,782,427 | 2284921 | 13903 | |
$176,091,949,959 | 88 | 77 | |
$137,829,756,000 | 3 | 200 | |
$121,600,874,152 | 69 | 4167 | |
$85,511,782,543 | 279 | 102 |
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