Joseph
Dente

Q3 Asset Management Corporation

CRD#6673655
Investment Advisor
in Tampa, FL

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About this Advisor

Joseph Dente is a financial advisor based in Tampa, Florida, working with Q3 Asset Management Corporation. Joseph has previously held positions at Q3 Asset Management Corporation, Dente Capital, LLC, and Joseph Dente Lac. Joseph has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Joseph is part of Q3 Asset Management Corporation, which operates out of Tampa, Florida. The firm has 2 offices and 12 employees. The firm manages assets totaling $713.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, publication of newsletters, market timing services, and other services. The fee structure at Q3 Asset Management Corporation includes asset-based, hourly, and performance-based fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Publication of periodicals or newsletters, Market timing services, Other

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Performance-based Fees

Office Location

Tampa, FL

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Q3 Asset Management Corporation Brokerage Details

Total Assets Under Management

$713,022,957

FL Average: $943,424,332
Total Number of Employees

12

FL Average: 21
Total Number of Accounts

3,697

FL Average: 1,586
Average Account Size

$192,865

FL Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Publication of periodicals or newsletters
  • Market timing services
  • Other

Joseph Dente Work History

2016 - Present (8 years)

Q3 Asset Management Corporation

2012 - Present (12 years)

Joseph Dente Lac

2014 - 2016 (2 years)

Q3 Asset Management Corporation

2012 - 2014 (2 years)

Dente Capital, LLC

Disclosures

Please visit the SEC profile of Joseph Dente to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Q3 Asset Management Corporation

Joseph Olekszyk
Birmingham, MI
Ethan Pinto
Birmingham, MI
Joseph Dente
Tampa, FL
Amos Sheena
Birmingham, MI
David Witkowski
Birmingham, MI
Bruce Greig
Birmingham, MI
Adam Quiring
Birmingham, MI
Bradford Giaimo
Birmingham, MI

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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