Overview
Assets Under Management: $727 million
Headquarters: BIRMINGHAM, MI
High-Net-Worth Clients: 36
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 9.62
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 3,456
Discretionary Accounts: 3,456
Regulatory Filings
CRD Number: 137839
Filing ID: 1929993
Last Filing Date: 2025-03-25 17:16:00
Website: https://q3tactical.com