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Building 2QUANTITATIVE STRATEGIES, INC.

Map pinCALABASAS, CA
Phone818-708-6888
NotebookSEC #801-60783
Total AUM
$186.8M
Employees
2
Clients
204

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
27001 AGOURA ROAD, SUITE 150
CALABASAS
CA 91301-5104
United States
Operating Hours
7:30 A.M. - 4:30 P.M.
Monday - Friday
Phone
818-708-6888

ReceiptFinancials

Total AUM
$186.8M
Accounts
204
Discretionary
$186.8M
Accounts
204
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
161
AUM
$127.7M
HNW Individual Clients
29
AUM
$42.1M
Pension/Profit Sharing Plan Clients
14
AUM
$17M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CALATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.

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