Quantitative Process, Llc

Quantitative Process, Llc

Charlotte, North Carolina

Quantitative Process, LLC, based out of Charlotte, NC, is a reputable investment advisory firm with a strong track record in managing assets for over 120 individual clients. With over $381,992,000 in assets under management, Quantitative Process, LLC has established itself as a trusted partner in the financial industry. As a small firm with one office, Quantitative Process, LLC offers personalized investment advisory services to meet the unique needs of each client. They pride themselves on their comprehensive compensation structure, which includes a percentage of assets under management, hourly charges, and fixed fees. This flex...see more

Assets Under Mgmt

$381.99M

Investment Professionals

3

Locations

0

% 401K & Individual

4%

% Discretionary

41%

Compensation Structure

  • A percentage of assets under your management
  • Hourly Charges
  • Fixed Fees

Services Provided Section

  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Reviews for Quantitative Process, Llc

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