QUANTITATIVE PROCESS, LLC is a Charlotte, North Carolina based financial advisory firm with nearly $465,798,831 in assets under management and provides investment advisory services for 286 clients. There are currently 3 financial advisors at the firm.
General Information |
| Firm CRD#: | 165699 | |
| SEC#: | 801-79279 | |
| Assets under Management: | $465,798,831 | |
| No. of Clients: | 286 | |
| No. of Advisors: | 3 | |
| Advisory Services Provided: | Portfolio Management for Individuals, Pension Consulting Services | |
| Fee Structure: | A percentage of AUM, Hourly charges, Fixed fees |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| VERITY ASSET MANAGEMENT | 158667 | 801-66730 | 7392 | 97 | $817,766,323 |
| RALEIGH CAPITAL MANAGEMENT INC. | 149538 | 801-121781 | 1568 | 10 | $205,734,597 |
| ASPIRE PRIVATE CAPITAL | 154116 | 801-113754 | 1526 | 12 | $339,356,066 |
| SEMMAX FINANCIAL ADVISORS, INC. | 144978 | 801-110932 | 1115 | 18 | $185,845,038 |
| TRIANGLE WEALTH MANAGEMENT | 148156 | 801-69531 | 995 | 13 | $1,096,640,298 |
| PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC | 149889 | 801-108507 | 809 | 4 | $153,469,026 |
| DELEGATE ADVISORS, LLC | 159953 | 801-72996 | 775 | 11 | $946,705,228 |
| IRONSIDES ASSET ADVISORS, LLC | 161683 | 801-77838 | 479 | 2 | $866,247,643 |
| EASTOVER CAPITAL MANAGEMENT | 150821 | 801-70406 | 476 | 5 | $301,372,067 |
| QUANTITATIVE PROCESS, LLC | 165699 | 801-79279 | 286 | 3 | $465,798,831 |
| HAYDEN HARPER WEALTH ADVISORY, LLC | 152091 | 801-71103 | 228 | 6 | $124,477,430 |
| CHARTER WEALTH MANAGEMENT | 162299 | 801-117854 | 217 | 3 | $146,382,365 |
| PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC | 150266 | 801-123592 | 180 | 4 | $117,700,055 |
| JHH WEALTH, LLC | 153924 | 801-71578 | 154 | 6 | $91,816,190 |
| SHAH CAPITAL MANAGEMENT | 133941 | 801-63881 | 93 | 6 | $466,109,220 |
| GLOBAL ENDOWMENT MANAGEMENT, LP | 157772 | 801-73314 | 29 | 68 | $13,167,403,572 |