Quayle Financial Group, LLC

Quayle Financial Group, LLC (CRD# 21335) is a financial advisory firm headquartered in Grand Blanc, MI. They manage $44,916,180 in 172 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
9400 S. Saginaw Street Suite B, Grand Blanc, MI 48439
https://quayleandcompany.com
By the Numbers
  • Total Assets Under Management
    45
    MILLION
  • Total Number of Accounts
    172
    ACCOUNTS
  • Average Account Value
    $261,141
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MI, OH

Financial Advisors at Quayle Financial Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Robert Quayle, financial advisor Grand Blanc MI
Robert A. Quayle
CRD#: 1096564
9400 S.saginaw Street Suite B, Grand Blanc, MI 48439
96
Wealthminder
score

Robert Quayle (CRD# 1096564) is an Investment Advisor Representative working at Quayle Financial Group, LLC in Grand Blanc, MI and has over 34 years of experience in the finance industry. Robert Quayle has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Brett Quayle, financial advisor Grand Blanc MI
Brett E. Quayle
CRD#: 4720199
9400 S.saginaw Street Suite B, Grand Blanc, MI 48439
93
Wealthminder
score

Brett Quayle (CRD# 4720199) is an Investment Advisor Representative working at Quayle Financial Group, LLC in Grand Blanc, MI and has over 11 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals