Quantitative Process, LLC
Quantitative Process, LLC (CRD# 165699) is a financial advisory firm headquartered in Charlotte, NC. They manage $408,185,191 in 268 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management408MILLION
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Total Number of Accounts268ACCOUNTS
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Average Account Value$1,523,079
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
NC, SC
Helen Godwin (CRD# 4718883) is an Investment Advisor Representative working at Quantitative Process, LLC in Clover, SC and has over 20 years of experience in the finance industry.
Joseph Lindsley (CRD# 1158076) is an Investment Advisor Representative working at Quantitative Process, LLC in Charlotte, NC and has over 32 years of experience in the finance industry.
Richard Rogers (CRD# 1983378) is an Investment Advisor Representative working at Quantitative Process, LLC in Charlotte, NC and has over 26 years of experience in the finance industry.