Ooda Quantum Capital, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
4
Advisory reps
5

Firm details

Headquarters
Johnston, Iowa
CRD number
339749
Fee structure
Performance Based Fees
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Ooda Quantum Capital, LLC is organized as a limited liability company and is owned by an individual. FINTRX classifies the firm as unclassified rather than providing a traditional RIA subclassification. The firm’s stated advisory activity is portfolio management for businesses or institutions, and it uses performance-based fee arrangements rather than a standard asset-based advisory fee. FINTRX flags the firm as not an active ESG investor and not a capital allocator. It is not listed as a multistate adviser or a newly formed adviser, and there are no indications that it performs pension consulting or is formally affiliated as a related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 5
  • Barry Steinman

    CRD 1962590

  • Josiah Green

    CRD 8203684

  • Rory Riggs

    Rory Riggs

    ChairmanCRD 1080612

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Johnston, IA

Polk

Location

Johnston, IA

Headquartered in Johnston, IA, anchoring the Des Moines-Ames-West Des Moines, IA metro in the Midwest.

Metro area
Des Moines-Ames-West Des Moines, IA
Region
Midwest
County
Polk
Address
6701 Corporate Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth