Quantitative Solutions, LLC

RIASEC Registered
Total AUM
$14.1M
Discretionary
$0
0% of AUM
Avg account
$541K
Accounts
26
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
159493
Fee structure
Percentage of AUM
Client types
  • HNWI96.14%
  • Individuals3.86%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Quantitative Solutions, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves primarily individuals and families, charging fees as a percentage of assets under management. Its stated advisory services focus on financial planning and portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not operate as a capital allocator or pension consultant. Reported business activity is concentrated on advisory relationships rather than institutional allocation or related-adviser arrangements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 70%, Non-Exchange Traded Equities 25%, Cash & Cash Equivalents 5%70%
  • Exchange Traded Equities70%
  • Non-Exchange Traded Equities25%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • Peter Shea

    Peter Shea

    PresidentCRD 5693176

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth