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Building 2QUANTITATIVE ADVANTAGE, LLC

Map pinMINNETONKA, MN
Phone952-767-8007
NotebookSEC #801-57426
Total AUM
$757.6M
Employees
22
Clients
1,204

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10650 RED CIRCLE DRIVE
SUITE 303
MINNETONKA
MN 55343
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
952-767-8007

ReceiptFinancials

Total AUM
$757.6M
Accounts
2,143
Discretionary
$757.6M
Accounts
2,143
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
967
AUM
$213.9M
HNW Individual Clients
227
AUM
$535.8M
Pension/Profit Sharing Plan Clients
1
AUM
$680.3K
Charitable Organization Clients
5
AUM
$4.5M
Corporation or Business Clients
4
AUM
$2.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
ADVICE TO INDIVIDUALS REGARDING RETIREMENT PLAN INVESTMENTS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTDCDEFLGAIAILINKSMAMDMIMNMONCNENJNMNVNYOHORPASCSDTNTXUTVAWAWI

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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