Quayle Financial Group, LLC

Overview

Quayle Financial Group, LLC is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm focuses on fee-based wealth management for individuals and families, charging a percentage of assets under management. Its advisory scope centers on discretionary portfolio management for individuals and small businesses, and it also provides portfolio management services for business or institutional clients. In addition to advisory work, the firm engages in other financial product sales. The firm is not positioned as an ESG-focused manager, does not act as a capital allocator, and does not operate as a multi-state adviser.

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Location & Offices