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Q3 ASSET MANAGEMENT CORPORATION
CRD 137839 · SEC 801-77461
2175 COLE STREET, BIRMINGHAM, MI, 48009, United States
Phone
(248) 566-1122
Fax
(888) 439-2572
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$794.7M
Discretionary AUM
$794.7M
Team
12 total employees; 7 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Subscription fees; Performance-based fees
Org form
Corporation
Filing date
2026-03-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)Publication of periodicalsMarket timingCONSULTATION SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2743 | $319.7M |
| High net worth individuals | 37 | $69.5M |
| Investment companies | 4 | $354.0M |
| Pension/profit sharing plans | 142 | $51.5M |
States served
AZ, AR, CA, CO, GA, ID, IL, IN, IA, KS, LA, MA, MI, MN, MS, NE, NV, NC, OH, OR, SC, TN, UT, WI, MO, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD