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Building 2QUANTITATIVE PROCESS, LLC

Map pinCHARLOTTE, NC
Phone888-253-3292
NotebookSEC #801-79279
Total AUM
$502.1M
Employees
3
Clients
205

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10700 SIKES PLACE
SUITE 395
CHARLOTTE
NC 28277
United States
Operating Hours
8AM - 5PM, MEETINGS BY APPOINTMENT
Monday - Friday
Phone
888-253-3292

ReceiptFinancials

Total AUM
$502.1M
Accounts
288
Discretionary
$217.4M
Accounts
8
Non-Discretionary
$284.8M
Accounts
280

ContactClients

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Individual Clients
111
AUM
$22.1M
HNW Individual Clients
46
AUM
$81.4M
Pension/Profit Sharing Plan Clients
48
AUM
$398.6M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NCSC

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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