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Brian James Machtley

QUANTITATIVE VALUE TECHNOLOGIES, LLC·OVERLAND PARK, Kansas
Clean recordQUANTITATIVE 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Brian James Machtley is a registered financial advisor based in OVERLAND PARK, Kansas, affiliated with QUANTITATIVE VALUE TECHNOLOGIES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
QUANTITATIVE VALUE TECHNOLOGIES, LLC
QUANTITATIVE VALUE TECHNOLOGIES
AUM
$173M
Regulatory assets under management
Employees
2
Total firm employees
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4245053
Firm CRD# 307451
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brian James Machtley offer?
Brian James Machtley specializes in Investment Management, Retirement Planning. Contact their office in OVERLAND PARK, Kansas for a consultation.
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, working with QUANTITATIVE VALUE TECHNOLOGIES, LLC. Their office serves clients in the OVERLAND PARK metropolitan area and surrounding communities.
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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