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David Edwin Witkowski

Q3 Asset Management Corp.

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About David Edwin Witkowski

David Witkowski is a financial professional with over 10 years of experience in the industry. He is currently registered with Q3 Asset Management Corp. in Birmingham, MI. David's career has included previous roles with Coastal Equities, Inc., The O.N. Equity Sales Company, and UBS Financial Services Inc. His current role at Q3 Asset Management Corp. includes providing investment advice to individuals, businesses, and investment companies. David holds the Series 7, 24, and 66 securities licenses. David is also an independently licensed insurance agent.

Firm Information

David Witkowski is currently registered with Q3 Asset Management Corp.. Q3 Asset Management Corp. is an investment advisor based in Birmingham, MI, with approximately $713 million in regulatory assets under management. They provide advisory services to individuals, high-net-worth individuals, investment companies, other investment advisors, and corporations. Their advisory services include financial planning, market timing, and portfolio management.
Q3 Asset Management Corp.

2175 COLE STREET

BIRMINGHAM, MI 48009

$713.02M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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consultation services

Consultation services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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David Witkowski’s Registration & Firm History

MI

01/04/2013 - Present

Q3 Asset Management Corp. (BIRMINGHAM MI)

MI

07/10/2009 - 12/31/2012

COASTAL EQUITIES, INC. (BIRMINGHAM MI)

MI

06/25/2008 - 07/14/2009

THE O.N. EQUITY SALES COMPANY (LIVONIA MI)

MI

03/16/2007 - 04/14/2008

UBS FINANCIAL SERVICES INC. (BIRMINGHAM MI)

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Licenses & Designations

BOTH

Issued 04/02/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/09/2008

Series 24 - General Securities Principal Examination

BC

Issued 03/15/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Edwin Witkowski.
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