Unclaimed Profile

James Russell Ferrin

QUANTITATIVE ADVANTAGE, LLC·MINNETONKA, Minnesota

Clean recordQUANTITATIVE ADVANTAGE, LLC

10650 RED CIRCLE DRIVE, MINNETONKA, MN 55343CRD# 2668520Firm CRD# 110575

Profile Verification

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

Identity

James Russell Ferrin · MINNETONKA, MN

Registration

CRD #2668520 · QUANTITATIVE ADVANTAGE, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James Russell Ferrin is a registered financial advisor based in MINNETONKA, Minnesota, affiliated with QUANTITATIVE ADVANTAGE, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

QUANTITATIVE ADVANTAGE, LLC

AUM

$758M

Regulatory assets under management

Employees

Total firm employees

View all advisors at QUANTITATIVE ADVANTAGE, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2668520

Firm CRD# 110575

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Russell Ferrin offer?

James Russell Ferrin specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MINNETONKA, Minnesota for a consultation.

What are James Russell Ferrin's credentials?

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

Where is James Russell Ferrin located?

James Russell Ferrin is based in MINNETONKA, Minnesota, working with QUANTITATIVE ADVANTAGE, LLC. Their office serves clients in the MINNETONKA metropolitan area and surrounding communities.

How does James Russell Ferrin charge for services?

James Russell Ferrin's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is QUANTITATIVE ADVANTAGE, LLC?

QUANTITATIVE ADVANTAGE, LLC has approximately 22 employees and manages $758M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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