Quantitative Process
35yrs
Top 4% by experience in Charlotte
About the firm
A registered investment advisory firm based in Charlotte, North Carolina. It manages about $502 million for roughly 157 individual clients. Services include investment management for individuals and small businesses.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees
Typical client size ?$659,285
Assets under management ?$502 million
Individual clients157
Median years of experience29
FoundedNot stated
Services
Investment management for individuals and small businesses
Advisors at Quantitative Process
3Advisors
29Median years of experience
1States with offices
–Offices
Also known as
About Quantitative Process
How do I contact Quantitative Process?
Call the main office at 888-253-3292. The main office is at 10700 Sikes Place Suite 395, Charlotte, NC 28277.
How is Quantitative Process paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Quantitative Process offer?
Investment management for individuals and small businesses.
How many advisors work at Quantitative Process?
We list 3 advisors currently registered with the firm.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.