Quantitative Strategies
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
27001 Agoura Rd Ste 150, Calabasas, Cali...Phone Number
(888) 774-1563Website
www.qstrategiesinc.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Quantitative Strategies
Modern Wealth Management, based in Calabasas, California, offers a comprehensive range of financial services including financial planning, investments, taxes, estate planning, and insurance. The firm aims to assist individuals and families in achieving their financial goals through personalized advisory services. Their target clients include those seeking retirement planning, estate tax reduction, and financial wellness education, particularly women and the next generation. With a team of experienced professionals, Modern Wealth Management emphasizes modern technology and resources to enhance client service and efficiency.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
11-50
Private
-
2014
AR
Austin RoncancioChief Client Officer (Cco) & Portfolio Manager & Managing Director, Equity Research
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Activity Insights
Quantitative Strategies is experiencing very low activity levels compared to other companies in the Finance sector.
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Quantitative Strategies is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Quantitative Strategies.
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Modern Wealth Management, based in Calabasas, California, offers a comprehensive range of financial services including financial planning, investments, taxes, estate planning, and insurance. The firm aims to assist individuals and families in achieving their financial goals through personalized advisory services. Their target clients include those... Read More
