Quantitative Solutions, LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities70%
- Non-Exchange Traded Equities25%
- Cash & Cash Equivalents5%
Contacts
1 of 1
Peter Shea
PresidentCRD 5693176
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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