Quantitative Advantage

Trust Score 96%
Trust Score info_outline

Last updated: August 16th, 2019. Data source: SEC filings.


Quantitative Advantage, federally registered in 2000, is a Registered Investment Advisor (RIA) in 30 state(s) with a licensed staff of 9 advisors. Quantitative Advantage manages $408.9 million and provides investment advisory services for 995 clients (1:111 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $50,000
Average Client Balance $410,963
Hybrid Advisor No
Disciplinary History No
Total AUM $408.9 million
Advisor / Client Ratio 1:111
Headquarters Minnetonka, MN
SEC Filings Forms and Brochures    (CRD # 110575)
State(s) Registered AZ, CA, CO, CT, DE, DC, FL, GA, IL, IN, IA, KS, LA, MD, MA, MI, MN, MO, NE, NV, NJ, NY, NC, OH, PA, SD, TN, TX, VA, WA, WI

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