• Home
  • Philosophy
  • Commitment
  • Profiles
  • Newsletters
  • Application and Forms
  • Client Changes
  • Contact Us
  • Schwab Sign-in
  • More
    • Home
    • Philosophy
    • Commitment
    • Profiles
    • Newsletters
    • Application and Forms
    • Client Changes
    • Contact Us
    • Schwab Sign-in
  • Home
  • Philosophy
  • Commitment
  • Profiles
  • Newsletters
  • Application and Forms
  • Client Changes
  • Contact Us
  • Schwab Sign-in

quantitative asset management, llc

Company CV

ADV Part 2 - January 15 2023 (pdf)Download
QAM CRS Form January 15 2023 (pdf)Download
Code_of_Ethics (pdf)Download
Privacy Policy (pdf)Download

Client Application

New to Quantitative Asset Management? Download and complete the application and authorizations to get started.

Establishing_an_Account (pdf)Download
Client_Application (pdf)Download
Investment_Advisory_Agreement (pdf)Download
Billing_Authorization (pdf)Download

4350 Baker Road, Suite 160

Minnetonka, MN 55343

952.476.7855 

Copyright 2025 - All Rights Reserved.