Q3 Asset Management Corporation

RIASEC Registered

Total AUM

$795M

Discretionary

$795M

100% of AUM

Avg account

$272K

Accounts

2,926

Employees

Advisory reps

Firm details

Headquarters: Birmingham, Michigan
CRD number: 137839
Registered since: January 2, 2013
Website: www.q3tactical.com
Custodians: AXOS CLEARING LLC
Fee structure: Percentage of AUM, Hourly Charges, Subscription Fees, Performance Based Fees
Client types: Investment Companies44.55%
Individuals40.23%
HNWI8.74%
Pension & Profit Sharing Plans6.48%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPublication of PeriodicalsMarket Timing Services

Firm profile

FINTRX

Overview

Q3 Asset Management Corporation is an SEC-registered investment adviser (registration in 2013) organized as a corporation and owned by an individual. The firm serves both individual & family clients and institutional clients and operates as an institutional-style RIA. Its advisory services include financial planning and portfolio management across individual, small business, institutional and investment company mandates; the firm also publishes periodicals or newsletters and provides market-timing services. Fee arrangements are varied and include percentage-of-AUM billing, hourly fees, subscription models and performance-based fees. Q3 identifies itself as an active ESG investor.