Unclaimed Profile

Brian James Machtley

QUANTITATIVE VALUE TECHNOLOGIES, LLC·OVERLAND PARK, Kansas

Series 65Clean record17 years registeredQUANTITATIVE VALUE TECHNOLOGIES, LLC

7900 COLLEGE BOULEVARD, OVERLAND PARK, KS 66210CRD# 4245053Firm CRD# 307451

Profile Verification

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

Identity

Brian James Machtley · OVERLAND PARK, KS

Registration

CRD #4245053 · QUANTITATIVE VALUE TECHNOLOGIES, LLC · 17 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: QUANTITATIVE VALUE TECHNOLOGIES, LLC

QUANTITATIVE VALUE TECHNOLOGIES

Dec 2020 – Oct 2024

Overland Park, KS

COGNIOS CAPITAL, LLC

Mar 2009 – Jun 2020

LEAWOOD, KS

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 27, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

QUANTITATIVE VALUE TECHNOLOGIES, LLC

CRD 307451 · SEC 801-118165

AUM

$173M

Regulatory assets under management

Employees

13 client accounts

Services offered by QUANTITATIVE VALUE TECHNOLOGIES, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at QUANTITATIVE VALUE TECHNOLOGIES, LLC →

Introduction

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Frequently Asked Questions

What services does Brian James Machtley offer?

Brian James Machtley specializes in Investment Management, Retirement Planning.

What are Brian James Machtley's credentials?

Brian James Machtley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian James Machtley located?

Brian James Machtley is based in OVERLAND PARK, Kansas, last registered with QUANTITATIVE VALUE TECHNOLOGIES, LLC.

How does Brian James Machtley charge for services?

Brian James Machtley'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 VALUE TECHNOLOGIES, LLC?

QUANTITATIVE VALUE TECHNOLOGIES, LLC has approximately 2 employees and manages $173M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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