Quantitative Strategies, Inc
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Overview
Quantitative Strategies, Inc is an advisory firm that has its headquarters in Agoura Hills, California. The company handles $137.9 million in total assets over 191 accounts, making it a mid-tier investment advisory firm in the country by assets under management (AUM). The company has a small group, including 2 financial advisors. Quantitative Strategies, Inc does not act as a registered broker-dealer, meaning the company cannot buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer company to do so. Securities are defined as tradable fiscal investments like bonds, equities and options.
Quantitative Strategies, Inc oversees all of the company's accounts in a discretionary manner. Discretionary management signifies that buy and sell decisions are made by a portfolio manager without requiring the client's consent. The firm administers roughly $721,800 in assets for each customer account. The typical advisor at Quantitative Strategies, Inc manages around 96 client accounts.
The company's central office is located at 27001 Agoura Road, Suite 150, Agoura Hills, California 91301-5104. Quantitative Strategies, Inc is legally allowed to serve clients across a number of states, including California, Louisiana and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Quantitative Strategies, Inc by the Numbers
$137.9 million
2
191
$721.8 thousand
Fee Structure
Financial advisory fees largely are based on which services are offered. Fees billed by the company typically consist of the following fee type: asset-based. The company does not participate in a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It works with retail investors, high net worth investors and pension plans. Out of its 191 clients, Quantitative Strategies, Inc's biggest client is retail investors, though it also serves 22 high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 under management or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its customers are from outside of the U.S.
- High-Net-Worth Individuals* - 11.52%
- Other Individuals - 81.68%
- Corporations - 6.81%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Quantitative Strategies, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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