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QUANTITATIVE ASSET MANAGEMENT, LLC

641 E. Lake Street
Suite 216
Wayzata, Minnesota 55391
Tel: 952-476-7855

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About QUANTITATIVE ASSET MANAGEMENT, LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#143279
SEC#801-67607
Assets Managed by Firm$171,741,051
No. of Clients179
No. of Advisors2

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total179$171,741,051
Individuals (other than high net worth individuals)133$36,793,267
High net worth individuals37$117,740,096
Charitable organizations2$17,207,688

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