Quantitative Strategies, Inc. is a related adviser based in Calabasas. It manages $86.79 million of regulatory assets for 176 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California and Texas.
Quantitative Strategies provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Quantitative Strategies, Inc. is $86.79 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 7401% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Quantitative Strategies, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Morrie Wolbrum Reiff is high net worth individuals with 127 clients and $67.28 million of assets under management. Among the 4 most similar advisory firms, Quantitative Strategies has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $86.79 million for 176 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Quantitative Strategies doesn't advise any private funds.
The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Morrie Wolbrum Reiff has been acting as President since 1 Oct 2001. Joni L Reiff joined the executive team most recently as the Member.
The principal office where Quantitative Strategies, Inc. performs its advisory services is located at 26135 Mureau Road, #201, Calabasas, CA 91302, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 818-708-6888 or by fax 818-466-6774. The normal business hours are 7:30 a.m. - 4:30 p.m. on Monday - Friday. You can find more information about the New York firm at qstrategiesinc.com.