Adviser firmDenver, COReviewed 2026-07-28

Quantitative Financial Strategies

Filing status: ADV current
Primary strategy: Custom investment strategy based on clients' objectives; tax-aware wealth management for wealthy families, including wealth preservation, multi-generational wealth transfer, tax efficiency and risk management.
Latest verified source: 2026-05-15

PROFILE OVERVIEW

Regulatory identity and investment context

Quantitative Financial Strategies is represented here as a source-linked research entity. Hedge Atlas keeps adviser firms, private funds, people, and quarterly portfolios separate so a filing is not mistaken for a performance record.

Entity type: Adviser firm
Regulatory source: Form ADV / IAPD ↗
Holdings source: Form 13F when filed
Profile reviewed: 2026-07-28
Legal name: QUANTITATIVE FINANCIAL STRATEGIES
CRD: 331416
SEC file number: 801-135867

CONNECTED RESEARCH

Follow the entity, not a loose name match

13F

Public portfolio

Quarterly positions and filing history.

Custom investment strategy based on clients' objectives; tax-aware wealth management for wealthy families, including wealth preservation, multi-generational wealth transfer, tax efficiency and risk management.

Comparable funds and strategy context.

Compare

Place this entity beside another profile.