2055 East 3900 South Suite #100
Suite 100
Salt Lake City, Utah 84124
Tel: 307-201-6275
OCTANT QUANTITATIVE INVESTMENT MANAGEMENT LLC, formally registered with the SEC as OCTANT QUANTITATIVE INVESTMENT MANAGEMENT LLC. The firm was established in 02/05/2015. They have over 2 offices throughout the country.
OCTANT QUANTITATIVE INVESTMENT MANAGEMENT LLC is a Salt Lake City, Utah based Financial Planning firm with nearly $109,961,183 assets under management, offering retirement planning & investment advisory services to 60 clients. The firm is staffed with 3 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 165355 |
SEC# | 801-80940 |
Assets Managed by Firm | $109,961,183 |
No. of Clients | 60 |
No. of Advisors | 3 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 60 | $109,961,183 |
Individuals (other than high net worth individuals) | Fewer than 5 clients | $346,937 |
High net worth individuals | 6 | $5,627,531 |
Charitable organizations | Fewer than 5 clients | $2,258,669 |
Other investment advisers | Fewer than 5 clients | $96,888,656 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$47,001,314,000 | 132 | 2300 | |
$26,663,066,907 | 237 | 90 | |
$8,777,551,735 | 33539 | 17 | |
$6,821,969,061 | 3884 | 72 | |
$6,672,033,386 | 1963 | 24 |
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