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Q3 ASSET MANAGEMENT CORPORATION

CRD 137839 · SEC 801-77461

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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

TypeClientsAUM
Individuals2743$319.7M
High net worth individuals37$69.5M
Investment companies4$354.0M
Pension/profit sharing plans142$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