Q
$14.1M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
14 yrs Firm Age
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- Custodian
- Altruist · Betterment · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-13-2011
- Office Locations
- 1
Office Locations
-- Franklin TN
About Quantitative Solutions, LLC
Quantitative Solutions, LLC is a Franklin-based RIA. The firm has been operating for 14 years. Managing $14.1M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Betterment.
Team overview
-- AVG AGE
$14.1M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
7.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Client Personas
Available
CRM
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
PETER RYAN SHEA
Chief Compliance Officer, Partner
- CRD
- #5693176
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $14,060,732 | -- |
| Total | $14,060,732 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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