QUANTITATIVE PROCESS, LLC

10700 Sikes Place
Suite 395
Charlotte, North Carolina 28277
Tel: 888-253-3292

About QUANTITATIVE PROCESS, LLC

QUANTITATIVE PROCESS, LLC, formally registered with the SEC as QUANTITATIVE PROCESS, LLC. The firm was established in 03/10/2014. They have over 1 offices throughout the country.

QUANTITATIVE PROCESS, LLC is a Charlotte, North Carolina based Financial Planning firm with nearly $408,185,191 assets under management, offering retirement planning & investment advisory services to 268 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	165699
SEC#	801-79279
Assets Managed by Firm	$408,185,191
No. of Clients	268
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	268	$408,185,191
Individuals (other than high net worth individuals)	106	$17,357,789
High net worth individuals	46	$54,796,696
Pension and profit sharing plans	48	$336,030,706

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