$1.4M Total AUM
$1.4M Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
5 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-06-2021
- Office Locations
- 1
Office Locations
785 OLD Hickory Blvd. Suite 301 Brentwood TN
About Quants Compete
Quants Compete is a Brentwood-based RIA. The firm has been operating for 5 years. Managing $1.4M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
45 AVG AGE
$1.4M AVG AUM / ADVISOR
$97.8K AVG AUM / CLIENT
1.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
Matthew Philip Jones
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- #7351426
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,369,077 | $134,615 |
| Non-Discretionary | $0 | -- |
| Total | $1,369,077 | $134,615 |
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Separately Managed Accounts
Total SMA Asset: Available
U.S. Government/Agency:
Available Cash:
Available Equity - Exchange:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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