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Q3 ASSET MANAGEMENT CORPORATION

BIRMINGHAM, MI · CRD 137839 · IAPD ↗ · (248) 566-1122

$794.7MRegulatory AUM
7Advisory reps
12Employees
0Clients
1-10Planning clients
0Private funds
29States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — Q3 ASSET MANAGEMENT CORPORATION reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
53
December 2024 — Q3 ASSET MANAGEMENT CORPORATION added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
April 2024 — Q3 ASSET MANAGEMENT CORPORATION notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.