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QUANTIFY FUNDS

· CRD 328864 · IAPD ↗ · 917-696-6359

$133.2MRegulatory AUM
2Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — QUANTIFY FUNDS reported RAUM up 135% ($56.7M -> $133.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
66
April 2025 — QUANTIFY FUNDS reported RAUM up 59% ($35.6M -> $56.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
November 2024 — QUANTIFY FUNDS reported RAUM up 1779999900% ($2 -> $35.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
15
June 2024 — QUANTIFY FUNDS changed its website from quantifiedfunds.com to quantifyfunds.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
60
April 2024 — QUANTIFY FUNDS's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.