Quayle Financial Group, LLC

RIASEC Registered
Total AUM
$2.5M
Discretionary
$2.5M
100% of AUM
Avg account
$308K
Accounts
8
Employees
2
Advisory reps
2

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 75%, Exchange Traded Equities 20%, Cash & Cash Equivalents 5%75%
  • Public Funds/Mutual Funds75%
  • Exchange Traded Equities20%
  • Cash & Cash Equivalents5%

Contacts

2 of 2
  • Brett Quayle

    Brett Quayle

    ManagerCRD 4720199

  • Robert Quayle

    Robert Quayle

    ManagerCRD 1096564

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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