QUANTITATIVE STRATEGIES, INC.
CRD #117908 SEC #801-60783 CALABASAS, CA 818-708-6888
SEC Registered
Total AUM
$186.8M
Discretionary
$186.8M
Employees
2
Clients
0
Accounts
204
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 10, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| OKAWA, PAUL, SUEYUKI | I | INVESTMENT MANAGER | NA | Control |
| OKAWA, PAUL, SUEYUKI | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OKAWA, PAUL, SUEYUKI | I | INVESTMENT MANAGER | NA | Control |
| OKAWA, PAUL, SUEYUKI | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OKAWA, PAUL, SUEYUKI | I | INVESTMENT MANAGER | NA | Control |
| OKAWA, PAUL, SUEYUKI | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OKAWA, PAUL, SUEYUKI | I | INVESTMENT MANAGER | NA | Control |
| OKAWA, PAUL, SUEYUKI | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OKAWA, PAUL, SUEYUKI | I | INVESTMENT MANAGER | NA | Control |
| OKAWA, PAUL, SUEYUKI | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OKAWA, PAUL, SUEYUKI | I | INVESTMENT MANAGER | NA | Control |
| OKAWA, PAUL, SUEYUKI | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OKAWA, PAUL, SUEYUKI | I | INVESTMENT MANAGER | NA | Control |
| OKAWA, PAUL, SUEYUKI | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OKAWA, PAUL, SUEYUKI | I | INVESTMENT MANAGER | NA | Control |
| OKAWA, PAUL, SUEYUKI | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OKAWA, PAUL, SUEYUKI | I | INVESTMENT MANAGER | NA | Control |
| OKAWA, PAUL, SUEYUKI | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OKAWA, PAUL, SUEYUKI | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OKAWA, PAUL, SUEYUKI | I | INVESTMENT MANAGER | NA | Control |
| OKAWA, PAUL, SUEYUKI | I | INVESTMENT MANAGER | NA | |
| OKAWA, PAUL, SUEYUKI | I | CHIEF COMPLIANCE OFFICER | NA | |
| OKAWA, PAUL, SUEYUKI | I | INVESTMENT MANAGER | NA | |
| OKAWA, PAUL, SUEYUKI | I | CHIEF COMPLIANCE OFFICER | NA | |
| OKAWA, PAUL, SUEYUKI | I | INVESTMENT MANAGER | NA | |
| OKAWA, PAUL, SUEYUKI | I | CHIEF COMPLIANCE OFFICER | NA | |
| OKAWA, PAUL, SUEYUKI | I | INVESTMENT MANAGER | NA | |
| OKAWA, PAUL, SUEYUKI | I | CHIEF COMPLIANCE OFFICER | NA | |
| OKAWA, PAUL, SUEYUKI | I | INVESTMENT MANAGER | NA | |
| OKAWA, PAUL, SUEYUKI | I | CHIEF COMPLIANCE OFFICER | NA | |
| OKAWA, PAUL, SUEYUKI | I | INVESTMENT MANAGER | NA | |
| OKAWA, PAUL, SUEYUKI | I | CHIEF COMPLIANCE OFFICER | NA | |
| OKAWA, PAUL, SUEYUKI | I | INVESTMENT MANAGER | NA | |
| OKAWA, PAUL, SUEYUKI | I | CHIEF COMPLIANCE OFFICER | NA | |
| OKAWA, PAUL, SUEYUKI | I | INVESTMENT MANAGER | NA | |
| OKAWA, PAUL, SUEYUKI | I | CHIEF COMPLIANCE OFFICER | NA | |
| OKAWA, PAUL, SUEYUKI | I | INVESTMENT MANAGER | NA | |
| OKAWA, PAUL, SUEYUKI | I | CHIEF COMPLIANCE OFFICER | NA | |
| OKAWA, PAUL, SUEYUKI | I | INVESTMENT MANAGER | NA | |
| OKAWA, PAUL, SUEYUKI | I | CHIEF COMPLIANCE OFFICER | NA | |
| REIFF, MORRIE, WOLBRUM | I | DIRECTOR | NA | Control |
| REIFF, MORRIE, WOLBRUM | I | DIRECTOR | NA | Control |
| REIFF, MORRIE, WOLBRUM | I | DIRECTOR | NA | Control |
| REIFF, MORRIE, WOLBRUM | I | DIRECTOR | NA | Control |
| REIFF, MORRIE, WOLBRUM | I | DIRECTOR | NA | Control |
| REIFF, MORRIE, WOLBRUM | I | DIRECTOR | NA | Control |
| REIFF, MORRIE, WOLBRUM | I | DIRECTOR | NA | Control |
| REIFF, MORRIE, WOLBRUM | I | DIRECTOR | NA | Control |
| REIFF, MORRIE, WOLBRUM | I | DIRECTOR | NA | Control |
| REIFF, MORRIE, WOLBRUM | I | DIRECTOR | NA | Control |
| REIFF, MORRIE, WOLBRUM | I | DIRECTOR | NA | Control |
| REIFF, MORRIE, WOLBRUM | I | DIRECTOR | NA | Control |
| REIFF, MORRIE, WOLBRUM | I | DIRECTOR | NA | Control |
| REIFF, MORRIE, WOLBRUM | I | DIRECTOR | NA | Control |
| REIFF, MORRIE, WOLBRUM | I | DIRECTOR | NA | Control |
| REIFF, MORRIE, WOLBRUM | I | DIRECTOR | NA | Control |
| REIFF, MORRIE, WOLBRUM | I | DIRECTOR | NA | Control |
| REIFF, MORRIE, WOLBRUM | I | DIRECTOR | NA | Control |
| REIFF, MORRIE, WOLBRUM | I | DIRECTOR | NA | Control |
| REIFF, MORRIE, WOLBRUM | I | DIRECTOR | NA | Control |
| PLANNED ASSET MANAGEMENT | DE | PARENT / OWNER | E | Control |
| PLANNED ASSET MANAGEMENT | DE | PARENT / OWNER | E | Control |
| PLANNED ASSET MANAGEMENT | DE | PARENT / OWNER | E | Control |
| PLANNED ASSET MANAGEMENT | DE | PARENT / OWNER | E | Control |
| PLANNED ASSET MANAGEMENT | DE | PARENT / OWNER | E | Control |
| PLANNED ASSET MANAGEMENT | DE | PARENT / OWNER | E | Control |
| PLANNED ASSET MANAGEMENT | DE | PARENT / OWNER | E | Control |
| PLANNED ASSET MANAGEMENT | DE | PARENT / OWNER | E | Control |
| PLANNED ASSET MANAGEMENT | DE | PARENT / OWNER | E | Control |
| PLANNED ASSET MANAGEMENT | DE | PARENT / OWNER | E | Control |
| PLANNED ASSET MANAGEMENT | DE | PARENT / OWNER | E | Control |
| PLANNED ASSET MANAGEMENT | DE | PARENT / OWNER | E | Control |
| PLANNED ASSET MANAGEMENT | DE | PARENT / OWNER | E | Control |
| PLANNED ASSET MANAGEMENT | DE | PARENT / OWNER | E | Control |
| PLANNED ASSET MANAGEMENT | DE | PARENT / OWNER | E | Control |
| PLANNED ASSET MANAGEMENT | DE | PARENT / OWNER | E | Control |
| PLANNED ASSET MANAGEMENT | DE | PARENT / OWNER | E | Control |
| PLANNED ASSET MANAGEMENT | DE | PARENT / OWNER | E | Control |
| PLANNED ASSET MANAGEMENT | DE | PARENT / OWNER | E | Control |
| PLANNED ASSET MANAGEMENT | DE | PARENT / OWNER | E | Control |
| OKAWA, PAUL, SUEYUKI | I | INVESTMENT MANAGER | C | Control |
| OKAWA, PAUL, SUEYUKI | I | CHIEF COMPLIANCE OFFICER | C | Control |
| OKAWA, PAUL, SUEYUKI | I | INVESTMENT MANAGER | C | Control |
| OKAWA, PAUL, SUEYUKI | I | INVESTMENT MANAGER | C | Control |
| OKAWA, PAUL, SUEYUKI | I | CHIEF COMPLIANCE OFFICER | C | Control |
| OKAWA, PAUL, SUEYUKI | I | INVESTMENT MANAGER | C | Control |
| OKAWA, PAUL, SUEYUKI | I | CHIEF COMPLIANCE OFFICER | C | Control |
| OKAWA, PAUL, SUEYUKI | I | INVESTMENT MANAGER | C | Control |
| OKAWA, PAUL, SUEYUKI | I | CHIEF COMPLIANCE OFFICER | C | Control |
| OKAWA, PAUL, SUEYUKI | I | INVESTMENT MANAGER | C | Control |
| OKAWA, PAUL, SUEYUKI | I | CHIEF COMPLIANCE OFFICER | C | Control |
| OKAWA, PAUL, SUEYUKI | I | INVESTMENT MANAGER | C | Control |
| REIFF, MORRIE, WOLBRUM | I | DIRECTOR | C | Control |
| REIFF, MORRIE, WOLBRUM | I | DIRECTOR | C | Control |
| REIFF, MORRIE, WOLBRUM | I | DIRECTOR | C | Control |
| REIFF, MORRIE, WOLBRUM | I | DIRECTOR | C | Control |
| REIFF, MORRIE, WOLBRUM | I | DIRECTOR | C | Control |
| REIFF, MORRIE, WOLBRUM | I | DIRECTOR | C | Control |
| REIFF, MORRIE, WOLBRUM | I | DIRECTOR | C | Control |
| SHORR, ALAN, LEE | I | DIRECTOR | C | Control |
| SHORR, ALAN, LEE | I | DIRECTOR | C | Control |
| SHORR, ALAN, LEE | I | DIRECTOR | C | Control |
| SHORR, ALAN, LEE | I | DIRECTOR | C | Control |
| SHORR, ALAN, LEE | I | DIRECTOR | C | Control |
| SHORR, ALAN, LEE | I | DIRECTOR | C | Control |
| SHORR, ALAN, LEE | I | DIRECTOR | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| REIFF, MORRIE, WOLBRUM | I | PLANNED ASSET MANAGEMENT | E | Control |
| REIFF, MORRIE, WOLBRUM | I | PLANNED ASSET MANAGEMENT | E | Control |
| REIFF, MORRIE, WOLBRUM | I | PLANNED ASSET MANAGEMENT | E | Control |
| REIFF, MORRIE, WOLBRUM | I | PLANNED ASSET MANAGEMENT | E | Control |
| REIFF, MORRIE, WOLBRUM | I | PLANNED ASSET MANAGEMENT | E | Control |
| REIFF, MORRIE, WOLBRUM | I | PLANNED ASSET MANAGEMENT | E | Control |
| REIFF, MORRIE, WOLBRUM | I | PLANNED ASSET MANAGEMENT | E | Control |
| REIFF, MORRIE, WOLBRUM | I | PLANNED ASSET MANAGEMENT | E | Control |
| REIFF, MORRIE, WOLBRUM | I | PLANNED ASSET MANAGEMENT | E | Control |
| REIFF, MORRIE, WOLBRUM | I | PLANNED ASSET MANAGEMENT | D | Control |
| REIFF, MORRIE, WOLBRUM | I | PLANNED ASSET MANAGEMENT | D | Control |
| REIFF, MORRIE, WOLBRUM | I | PLANNED ASSET MANAGEMENT | D | Control |
| REIFF, MORRIE, WOLBRUM | I | PLANNED ASSET MANAGEMENT | D | Control |
| REIFF, MORRIE, WOLBRUM | I | PLANNED ASSET MANAGEMENT | D | Control |
| REIFF, MORRIE, WOLBRUM | I | PLANNED ASSET MANAGEMENT | D | Control |
| REIFF, MORRIE, WOLBRUM | I | PLANNED ASSET MANAGEMENT | D | Control |
| REIFF, MORRIE, WOLBRUM | I | PLANNED ASSET MANAGEMENT | D | Control |
| REIFF, MORRIE, WOLBRUM | I | PLANNED ASSET MANAGEMENT | D | Control |
| REIFF, MORRIE, WOLBRUM | I | PLANNED ASSET MANAGEMENT | D | Control |
| Reiff, Joni, L | I | PLANNED ASSET MANAGEMENT | D | |
| Reiff, Joni, L | I | PLANNED ASSET MANAGEMENT | D | |
| Reiff, Joni, L | I | PLANNED ASSET MANAGEMENT | D | |
| Reiff, Joni, L | I | PLANNED ASSET MANAGEMENT | D | |
| Reiff, Joni, L | I | PLANNED ASSET MANAGEMENT | D | |
| Reiff, Joni, L | I | PLANNED ASSET MANAGEMENT | D | |
| Reiff, Joni, L | I | PLANNED ASSET MANAGEMENT | D | |
| Reiff, Joni, L | I | PLANNED ASSET MANAGEMENT | D | |
| Reiff, Joni, L | I | PLANNED ASSET MANAGEMENT | D | |
| Reiff, Joni, L | I | PLANNED ASSET MANAGEMENT | D | |
| Reiff, Joni, L | I | PLANNED ASSET MANAGEMENT | D |
Registrations
Federal
IA
Mar 10, 2025 REGISTERED
Notice Filings (3)
CA LA TX
Address
27001 AGOURA ROAD, SUITE 150CALABASAS, CA 91301-5104
United States
Phone: 818-708-6888