Zquant Advisory, LLC

RIAState Registered
Total AUM
$30K
Discretionary
$30K
100% of AUM
Avg account
$30K
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
317368
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

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

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth