Quants Compete
Firm details
- Headquarters
- Brentwood, Tennessee
- CRD number
- 313310
- Registered since
- May 6, 2021
- Website
- rockettrader.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Quants Compete is an independent registered investment adviser formed in 2021 and owned by an individual. The firm focuses on fee-based portfolio management for individuals and small businesses, charging a percentage of assets under management. Its client base is predominantly individual and family accounts. Quants Compete does not identify as an active ESG investor, does not operate as a multistate adviser, and does not serve as a pension consultant or related adviser.
Assets & Accounts
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
- US Government Bonds35%
- Exchange Traded Equities30%
- Cash & Cash Equivalents30%
- Derivatives5%
Contacts
1 of 1
Matthew Jones
Senior PartnerCRD 7351426
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Brentwood, TN
Williamson
Location
Brentwood, TN
Headquartered in Brentwood, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.
- Metro area
- Nashville-Davidson--Murfreesboro, TN
- Region
- South
- County
- Williamson
- Address
- 785 Old Hickory Blvd
- Time zone
- CT (UTC-6)
- Office locations
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