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 SEC-registered institutional RIA organized as a corporation and in operation since 2013. The firm serves both individual and family clients as well as institutions, and is owned by an individual. Its advisory offering spans financial planning, portfolio management for individuals, small businesses and institutions, and publication of investment periodicals or newsletters; the firm also lists market timing services among its capabilities. Fee arrangements include a mix of percentage-of-AUM, hourly charges, subscription fees and performance-based fees. Q3 describes itself as 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 1
Bradford Giaimo
Chief Executive OfficerCRD 3069945
Contacts
3 of 8
Joseph 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 60Active vs passive
$528M in ETFs
90%
$474M
6%
$54.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF (XHLF) | BondBloxx | Passive | Short Government | $273M | 5,434,650 | 51.58% |
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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