AdvizorPro
Zquant Advisory, LLC

Zquant Advisory, LLC. CRD 317368

Z

CRD: 317368

Zquant Advisory, LLC

(602) 345-0124
$30.0K Total AUM
$30.0K Disc. AUM
-- 3Y CAGR
1 Employees
1 ADV. Clients
4 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Interactive Brokers
Clients
Retail
Platforms
--
Established Date
03-02-2022
Office Locations
1

Office Locations

-- Scottsdale AZ

About Zquant Advisory, LLC

Zquant Advisory, LLC is a Scottsdale-based RIA. The firm has been operating for 4 years. Managing $30.0K in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.

Team overview

39 AVG AGE
$30.0K AVG AUM / ADVISOR
$30.0K AVG AUM / CLIENT
4.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age

Insights

Available
Available
Available
Available
Available
Available
Available
Available

Accredited Investors

Available

Asset Classes

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Owner & Executives

SERGEY ZAYTSEV

SERGEY ZAYTSEV

Chief Compliance Officer, Managing Member

CRD
#7463177
Ownership
75% or more
Available
Available
Available

Showing 1 of 1 owners & executives

Unlock all

Contacts

No contact records available.

Showing 0 of 1 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $30,000 --
Non-Discretionary $0 --
Total $30,000 --

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
Total Available Available

Continue browsing

View all advisor firms in Arizona

Start a free trial and
prospect smarter