Quantitative Process, LLC

Quantitative Process, LLC (CRD# 165699) is a financial advisory firm headquartered in Charlotte, NC. They manage $139,865,862 in 152 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    140
    MILLION
  • Total Number of Accounts
    152
    ACCOUNTS
  • Average Account Value
    $920,170
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC, SC, TX

Financial Advisors at Quantitative Process, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Helen W. Godwin
CRD#: 4718883
Clover, SC
93
Wealthminder
score

Helen Godwin (CRD# 4718883) is an Investment Advisor Representative working at Quantitative Process, LLC in Clover, SC and has over 12 years of experience in the finance industry.

2
Joseph P. Lindsley
CRD#: 1158076
10700 Sikes Place, Suite 395, Charlotte, NC 28277
93
Wealthminder
score

Joseph Lindsley (CRD# 1158076) is an Investment Advisor Representative working at Quantitative Process, LLC in Charlotte, NC and has over 25 years of experience in the finance industry.

3
Richard P. Rogers
CRD#: 1983378
Charlotte, NC
93
Wealthminder
score

Richard Rogers (CRD# 1983378) is an Investment Advisor Representative working at Quantitative Process, LLC in Charlotte, NC and has over 19 years of experience in the finance industry.

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