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Quantflow Strategies LLC (Cupertino)


Quantflow Strategies LLC is a large advisory firm based in Cupertino. It manages $26 million of regulatory assets for 103 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of California.

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Quantflow Strategies provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Quantflow Strategies: assets under management

The assets under management (AUM) of Quantflow Strategies LLC is $26 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $26 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $252.43 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Quantflow Strategies LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Cupertino

The principal office where Quantflow Strategies LLC performs its advisory services is located at 11877 Woodhill Ct., Cupertino, CA 95014 The mailing address of the firm is 731 Bay Road, Mill Valley, CA 94941. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-596-4966 or by fax 415-480-1829. The normal business hours are 6:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.quantflow.com.


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