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Dung Le Tran

Investment adviser representative at Integrated Quantitative Investments LLC
10 yearsExperience
1 stateRegistered in
$844.8MFirm assets
3 yearsFirm 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 assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

10 years in the industry.

  1. Integrated Quantitative Investments LLCApr 2025 to now
  2. UnemployedSep 2024 to Apr 2025
  3. Russell InvestmentsJul 2016 to Sep 2024

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (WA).

Integrated Quantitative Investments LLC

$844.8MAssets managed
16Clients
5Advisers
3 yearsIn 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
8179394
Firm CRD
310106
Advisor's SEC record (opens in a new tab)
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