Qa3 Financial LLC is a large advisory firm based in Omaha. It manages $461.87 million of regulatory assets for 4,029 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.
Qa3 Financial provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and security ratings or pricing services. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Qa3 Financial LLC is $461.87 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 401% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Qa3 Financial LLC for their services and products based on a percentage of assets under management, hourly charges, subscription fees, fixed fees, commissions, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Steven Francis Sanduski has been acting as President since 1 Dec 1999. Stephen Kent Wild joined the executive team most recently as the Ceo And Cco.
The principal office where Qa3 Financial LLC performs its advisory services is located at One Valmont Plaza, 4 Th Floor, Omaha, NE 68154 5203 The mailing address of the firm is One Valmont Plaza 4 Th Fl, Omaha, NE 68154. An additional office of the firm is in Sarasota, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 402-964-3702 or by fax 402 964-3800. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.qa3.com.