Bruce
Greig

Q3 Asset Management Corporation

CRD#4382432
Investment Advisor
in Birmingham, MI

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Bruce Greig is a chartered financial analyst who works out of Birmingham, Michigan with a total of 7 years of industry experience. Greig currently works for Q3 Asset Management Corporation. Over the course of their career, they have held roles at Cig Securities, Inc, Cig Capital Advisors, Cig Asset Management, Inc, Altin Holdings, LLC and Q3 Asset Management. Greig has a Series 63 license, which qualifies them as a securities agent, and is registered to work in Michigan. Q3 Asset Management Corporation is an advisory firm that has its headquarters in Birmingham, MI. It has a total of 12 financial advisors. It controls $619 million in assets between its 3,505 accounts, making it one of the larger firms in the nation by assets under management. Of its 3,505 accounts, just 1% are associated with high-net-worth individuals who have at least $1 million in investable assets. The firm offers a wide set of services, such as 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. Financial management fees typically vary depending on which service is provided. Fees charged by Q3 Asset Management Corporation may include some combination of asset-based, hourly and performance-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years Registered*

7 years

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

2175 Cole Street
Birmingham, MI 48009

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Q3 Asset Management Corporation Brokerage Details

Total Assets Under Management

$619,036,511

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

12

MI Average: 21
Total Number of Accounts

3,505

MI Average: 1,586
Average Account Size

$176,615

MI 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

Bruce Greig Work History

Bruce has been registered as a financial advisor for 7 years.*

2015 - Present (9 years)

Q3 Asset Management

2015 - 2015 (< 1 year)

Cig Securities, Inc

2015 - 2015 (< 1 year)

Cig Capital Advisors

2015 - 2015 (< 1 year)

Cig Asset Management, Inc

2009 - 2014 (5 years)

Altin Holdings, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Bruce Greig 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 Dente
Tampa, FL
David Witkowski
Birmingham, MI
Heather Goldsby
Birmingham, MI
Amos Sheena
Birmingham, MI
Bruce Greig
Birmingham, MI
Adam Quiring
Birmingham, MI
Bradford Giaimo
Birmingham, MI

The content in this profile was updated by SmartAsset on 4/16/2023. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started