Q3 ASSET MANAGEMENT CORPORATION
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
FINTRXOverview
Q3 Asset Management Corporation is an independent registered investment adviser that first registered with the SEC in 2013 and is organized as a corporation owned by an individual. Its client mix includes both individuals and families as well as institutional accounts. The firm charges a variety of fee types—percentage of AUM, hourly fees, subscription fees and performance-based fees—and provides financial planning and portfolio management across individuals, small businesses, institutions and investment companies. Additional activities listed include publication of periodicals or newsletters and market timing services. Q3 reports being an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds92%
- Exchange Traded Equities5%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1BRADFORD GIAIMO
Chief Executive OfficerCRD 3069945
Contacts
3 of 8Joseph Olekszyk
Director of Wealth StrategiesCRD 5162346
MARY JONES
Registered RepresentativeCRD 5402465
Ethan Pinto
Internal WholesalerCRD 7773518
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 51Active vs passive
$142M in ETFs
60%
$85.4M
20%
$56.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| Q3 ALL-SEASON TACTICAL ADVANTAGE ETF (QTAC) | $22.8M | 993,156 | 16.04% |
Location
Birmingham, MI
OAKLAND
Location
Birmingham, MI
Headquartered in Birmingham, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- OAKLAND
- Address
- 2175 Cole St
- Time zone
- ET (UTC-5)
- Office locations
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