$187.4M Total AUM
$187.4M Disc. AUM
7.0% 3Y CAGR
2 Employees
155 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-15-2007
- Office Locations
- 1
Office Locations
4350 Baker Road Suite 160 Minnetonka MN
About Quantitative Asset Management, LLC
Quantitative Asset Management, LLC is a Minnetonka-based RIA. The firm has been operating for 19 years. Managing $187.4M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
45 AVG AGE
$93.7M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
16.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
P
PATRICIA CATHERINE FARNI
President
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
J
JEFFREY LEE FARNI
Managing Member, President
- CRD
- #204631
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $187,409,295 | $1,209,092 |
| Non-Discretionary | $0 | -- |
| Total | $187,409,295 | $1,209,092 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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