Zquant Advisory, LLC

Overview

Zquant Advisory, LLC is an independent, Arizona-registered advisory firm organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients and offers a mix of financial planning and discretionary portfolio management across client types, including individuals, small businesses, pooled investment vehicles, and institutional/business clients. Advisory services noted on regulatory filings include financial planning, portfolio management and pension consulting activities. The firm uses multiple billing approaches — percentage of assets under management, hourly fees, fixed fees and performance-based fees — allowing flexibility for different client arrangements and for compensation tied to investment results. Zquant is not identified as an active ESG investor and is not positioned as a multi-state adviser in the source data. The firm also appears to participate in pooled vehicles in a sponsorship or general partner capacity.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices