AdFi
QF

QUANTIFY FUNDS

SEC Registered
, https://quantifyfunds.com917-696-6359
Assets Under Management
$100M–$500M
Employees
4
Office Locations
1 office
Total Accounts
71

About the firm

Quantify Funds is an SEC-registered investment advisor that specializes in creating innovative products that merge time-tested investment principles with modern portfolio solutions.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

High Net WorthInvestment CompaniesState/Municipal

Areas of expertise

EtfsOptions-income StrategiesBitcoinGoldPortfolio SolutionsSec-registered Investment Advisor

Services

Offers ETFs including Total Return Options-Income ETFs (IncomeSTKd series) and Growth ETFs (STKd series), available through various brokerages.

Who they serve

Client segmentClientsAssets managed
Individuals (Non-HNW)6$1.4M
High Net Worth Individuals23$41M

0 total clients reported on Form ADV.

Leadership

David M Dziekanski
MANAGING MEMBER
Daniel Lee
CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER

Office locations

1 office in 1 states
HQ

Advisors at this firm

1 advisor in the directory

Regulatory & compliance

CRD number
#328864
SEC Number
801-129075
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Other
Minimum: $1,000,000 (waivable)

Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

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Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. QUANTIFY FUNDS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

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