Unclaimed Profile

William Claude Wortman

QUANTITATIVE EQUITY STRATEGIES, LLC·HIGHLANDS RANCH, Colorado

Clean recordQUANTITATIVE EQUITY STRATEGIES, LLC

8822 S RIDGELINE BLVD., HIGHLANDS RANCH, CO 80129CRD# 6316977Firm CRD# 130097

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Claude Wortman · HIGHLANDS RANCH, CO

Registration

CRD #6316977 · QUANTITATIVE EQUITY STRATEGIES, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

William Claude Wortman is a registered financial advisor based in HIGHLANDS RANCH, Colorado, affiliated with QUANTITATIVE EQUITY STRATEGIES, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

Speak with William

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if William is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

QUANTITATIVE EQUITY STRATEGIES, LLC

AUM

$18M

Regulatory assets under management

Employees

Total firm employees

View all advisors at QUANTITATIVE EQUITY STRATEGIES, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6316977

Firm CRD# 130097

View on FINRA BrokerCheck →

Looking for a financial advisor in HIGHLANDS RANCH?

Browse all registered financial advisors in HIGHLANDS RANCH, Colorado or claim this profile if it's yours.

Browse HIGHLANDS RANCH Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does William Claude Wortman offer?

William Claude Wortman specializes in Retirement Planning. Contact their office in HIGHLANDS RANCH, Colorado for a consultation.

What are William Claude Wortman's credentials?

William Claude Wortman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Claude Wortman located?

William Claude Wortman is based in HIGHLANDS RANCH, Colorado, working with QUANTITATIVE EQUITY STRATEGIES, LLC. Their office serves clients in the HIGHLANDS RANCH metropolitan area and surrounding communities.

How does William Claude Wortman charge for services?

William Claude Wortman's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is QUANTITATIVE EQUITY STRATEGIES, LLC?

QUANTITATIVE EQUITY STRATEGIES, LLC has approximately 1 employees and manages $18M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →