Quantadvisor, Inc. (Austin)

Name: Quantadvisor, Inc.
Address: 221 E 9 Th St #201, Austin, TX, 78701
Telephone: 512-473-0800

Quantadvisor, Inc. is an internet adviser based in Austin. It manages $791 thousand of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of Texas.

Quantadvisor provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Quantadvisor: assets under management

The assets under management (AUM) of Quantadvisor, Inc. is $791 thousand, all of which is managed in discretionary accounts. The firm's AUM has grown by 446% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $791 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $98.88 thousand each.

Investments

The firm invests in exchange traded securities the most. They account for 95% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 5% of the firm’s portfolio.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Quantadvisor, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Quantadvisor serves?

The only and largest group of clients of Quantadvisor is individuals with 8 clients and $791 thousand of assets under management. Among the 0 most similar advisory firms, Quantadvisor has the 0th lowest percentage of individuals out of all clients.

The amount of regulatory assets under management is $791 thousand for 8 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Quantadvisor doesn't advise any private funds.

Careers at Quantadvisor, Inc.

The company employs 3 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Richard Alan Dude	Chief executive officer and chief compliance officer	1 Nov 2013	25% - 50%	6057488
Zeshan Ghul Khan	Chief technology officer	1 Nov 2013	25% - 50%	5063571
Colton Tade Jarisch	Vp of sales	1 Jan 2017	Other	6384121

Based in Austin

The principal office where Quantadvisor, Inc. performs its advisory services is located at 221 E 9 Th St #201, Austin, TX 78701, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 512-473-0800. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at quantadvisor.com.