Lab Quantitative Strategies, LLC
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Learn more about Lab Quantitative Strategies, LLC
Overview
Lab Quantitative Strategies, LLC is a financial advisor company located in Denver, Colorado. The company manages $3.2 billion in total assets over three client accounts, placing it among the biggest investment advisory firms in the nation by assets under management (AUM). Lab Quantitative Strategies, LLC has a small team, including 11 financial advisors. Lab Quantitative Strategies, LLC does not act as a registered broker-dealer, meaning it is not able to buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer firm to do so. Securities are exchangable fiscal assets such as options, bonds and equities.
Lab Quantitative Strategies, LLC administers one of its accounts on a discretionary basis. Discretionary management signifies that transaction choices for the client's account are made by a portfolio manager without needing to seek client consent. Lab Quantitative Strategies, LLC also has two non-discretionary accounts totaling $71.8 million in AUM. The investment advisory firm manages an average of $1.1 billion for each client account. An average advisor at Lab Quantitative Strategies, LLC oversees fewer than one client account, making it one of the most individualized financial advisor firms in the country.
Lab Quantitative Strategies, LLC's headquarters is located at 1401 Lawrence Street, Denver, Colorado 80202. It is registered to provide services to customers in the state of Colorado.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Lab Quantitative Strategies, LLC by the Numbers
$3.2 billion
20
3
$1.1 billion
Fee Structure
Fees for financial advisory services usually vary depending on the type of services provided. Fees billed by the company most likely include any combination of the following fee types: asset-based, fixed or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The company provides services to pooled investment vehicles and other. Out of its three accounts, Lab Quantitative Strategies, LLC's largest client type by number of accounts is other. None of the firm's clients are non-U.S. persons.
- 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
Lab Quantitative Strategies, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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