Optimum Quantvest Corporation
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Overview
Optimum Quantvest Corporation is an advisory company headquartered in Dallas, Texas. The company has $528.3 million in total assets over 29 customer accounts, placing it among the larger firms in the nation by assets under management (AUM). It has a small team, including 3 financial advisors. Optimum Quantvest Corporation does not act as a registered broker-dealer, signifying that the advisor is not able to 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 exchangable fiscal assets like stocks, options and bonds.
Optimum Quantvest Corporation oversees all of the company's client assets on a discretionary basis. Discretionary management means that transaction judgments for the client's account are made by an investment advisor without needing to seek the client's authorization. The advisory firm's average account size is $18.2 million. The average advisor at Optimum Quantvest Corporation administers about ten client accounts, placing it among the more individualized firms in the country.
Optimum Quantvest Corporation's headquarters is located at 1345 River Bend Drive, Dallas, Texas 75247. It is legally registered to provide services to clients throughout a few states, including Connecticut and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Optimum Quantvest Corporation by the Numbers
$528.3 million
5
29
$18.2 million
Fee Structure
Fees charged by financial advisors usually vary depending on which services the firm provides the client. Fee types charged by Optimum Quantvest Corporation can include some blend of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are provided by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company works with state or municipal government entities. Out of its 29 customers, Optimum Quantvest Corporation's biggest client group by number of accounts is state or municipal government entities. About 11% of its accounts are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- 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
Optimum Quantvest Corporation does not have any disclosures.
Please visit its Form ADV for more details.
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