Unclaimed Profile

John William Wing

QUANTITATIVE ADVANTAGE, LLC·MINNETONKA, Minnesota

Series 7, Series 8, Series 63, Series 65Clean record20 years registeredQUANTITATIVE ADVANTAGE, LLC

10650 RED CIRCLE DRIVE, MINNETONKA, MN 55343CRD# 1769183Firm CRD# 110575

Profile Verification

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

Identity

John William Wing · MINNETONKA, MN

Registration

CRD #1769183 · QUANTITATIVE ADVANTAGE, LLC · 20 years registered

Brand Profile

Not yet started

Career History

CAPTRUST

Apr 2023 – present

QUANTITATIVE ADVANTAGE, LLC

May 2019 – Jun 2023

MINNETONKA, MN

QUANTITATIVE ADVANTAGE, LLC

May 2006 – Jun 2016

MINNETONKA, MN

Registrations & Exams

FINRA examinations passed

Series 7

Series 8

Series 63

Series 65

Registration record

First registered · May 10, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

QUANTITATIVE ADVANTAGE, LLC

CRD 110575 · SEC 801-57426

AUM

$758M

Regulatory assets under management

Employees

2,143 client accounts

Services offered by QUANTITATIVE ADVANTAGE, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at QUANTITATIVE ADVANTAGE, LLC →

Introduction

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Frequently Asked Questions

What services does John William Wing offer?

John William Wing specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MINNETONKA, Minnesota for a consultation.

What are John William Wing's credentials?

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

Where is John William Wing located?

John William Wing is based in MINNETONKA, Minnesota, working with QUANTITATIVE ADVANTAGE, LLC. Their office serves clients in the MINNETONKA metropolitan area and surrounding communities.

How does John William Wing charge for services?

John William Wing'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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