Q
CRD: 21335
Quayle & Co. Securities
Grand Blanc, MI, 48439
8107714178
$2.1M Total AUM
$2.1M Disc. AUM
-- 3Y CAGR
2 Employees
8 ADV. Clients
38 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-04-1988
- Office Locations
- 1
Office Locations
9400 S. Saginaw Street Suite B Grand Blanc MI
About Quayle & Co. Securities
Quayle & Co. Securities is a Grand Blanc-based RIA. The firm has been operating for 38 years. Managing $2.1M in total assets under management, with 2 advisory representatives. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
-- AVG AGE
$1.1M AVG AUM / ADVISOR
$265.0K AVG AUM / CLIENT
17.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
38yrs Firm Age
Insights
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Asset Classes
Pathway Fusion vertex
Investment Themes
Delta Timber
Investment Vehicles
North
Services
Crest Frontier Signal Fusion Catalyst
Owner & Executives
ROBERT ALLEN QUAYLE
Manager
- CRD
- #1096564
- Ownership
- 75% or more
(824) 355-2878
radial.meridian@summitcapital.com
in linkedin.com/in/ridge-horizon
Showing 1 of 1 owners & executives
Unlock allContacts
BRETT ELLIS QUAYLE
CERTIFIED FINANCIAL PLANNER
- CRD
- #4720199
(338) 979-1087
oak.eagle@matrixcapital.com
in linkedin.com/in/beacon-optima
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,120,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,120,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,120,000
Public Funds:
44.6% Equity - Exchange:
41.0% Cash:
14.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,388,972,916 | 44.6% |
| Equity - Exchange | $1,276,858,510 | 41.0% |
| Cash | $448,457,623 | 14.4% |
| Total | $3,114,289,049 | 100.0% |