QUAYLE FINANCIAL GROUP, LLC
Firm details
- Headquarters
- GRAND BLANC, Michigan
- CRD number
- 21335
- Website
- iqor.com
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Quayle Financial Group, LLC operates as a limited liability company focused on providing investment management services primarily for individuals and families. The firm engages in portfolio management for both individual clients and small businesses, as well as for larger institutions. Quayle Financial Group emphasizes a fee structure based on a percentage of assets under management, aligning its interests with those of its clients. The firm does not actively pursue ESG investments and is not classified as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds75%
- Exchange Traded Equities20%
- Cash & Cash Equivalents5%
Contacts
2 of 2BRETT QUAYLE
ManagerCRD 4720199
ROBERT QUAYLE
ManagerCRD 1096564
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
GRAND BLANC, MI
GENESEE
Location
GRAND BLANC, MI
Headquartered in GRAND BLANC, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- GENESEE
- Address
- 9400 S Saginaw Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
RETIREMENT CAPITAL SERVICES LLC
RIAGRAND BLANC, MI
WEALTH FOR YOU FINANCIAL, LLC
RIAGRAND BLANC, MI
ACORN WEALTH ADVISORS, LLC
RIAGRAND BLANC, MI
MAINSTAY CAPITAL MANAGEMENT, LLC
RIAGRAND BLANC, MI
PIERCE FINANCIAL LLC
RIAANN ARBOR, MI
BOARDWALK WEALTH MANAGEMENT
RIAANN ARBOR, MI