Bruce
Greig

Q3 Asset Management Corporation

CRD#4382432
Investment Advisor
in Birmingham, MI

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About this Advisor

Bruce Greig is a financial advisor based in Birmingham, Michigan, working with Q3 Asset Management Corporation. Bruce has previously held positions at Cig Securities, Inc, Cig Capital Advisors, Cig Asset Management, Inc, Altin Holdings, LLC, and Q3 Asset Management. Bruce has passed the Series 63 regulatory exam and is registered to provide services in Michigan. Currently, Bruce is part of Q3 Asset Management Corporation, which operates out of Birmingham, Michigan. 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 63, Chartered Financial Analyst

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

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Q3 Asset Management Corporation Brokerage Details

Total Assets Under Management

$713,022,957

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

12

MI Average: 21
Total Number of Accounts

3,697

MI Average: 1,586
Average Account Size

$192,865

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

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

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

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