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 is an independent registered investment adviser organized as a limited liability company and owned by an individual principal. The firm serves individual and family clients, charging fees based on a percentage of assets under management. Its advisory work centers on portfolio management for individuals and small businesses and, to a lesser extent, for business or institutional clients. The firm is registered as an adviser that also conducts other financial product sales activity and does not present itself as an active ESG investor, multi-state adviser, pension consultant, or capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 2
Brett 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
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