Andrew Steven Holpe
Investment adviser representative at Richmond Quantitative Advisors, LLC
11 yearsExperience
1 stateRegistered in
$60MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Richmond Quantitative Advisors, LLCMar 2018 to now
- Kpmg Corporate Finance LLCAug 2015 to Feb 2018
- Kpmg LLPAug 2015 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (VA).
Richmond Quantitative Advisors, LLC
$60MAssets managed
46Clients
2Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6008064
- Firm CRD
- 288625