QA3 FINANCIAL LLC
Total AUM
$461.9M
Employees
376Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
ONE VALMONT PLAZA, 4TH FLOOR
OMAHA
NE 68154-5203
United States
OMAHA
NE 68154-5203
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
402-964-3702
Financials
Total AUM
$461.9M
Accounts
4,029Discretionary
$461.9M
Accounts
4,029Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio ManagementSecurities Ratings
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-BasedCharges Subscription Fee
Compliance
Disclosures
Other Regulator Violation FindingSRO Rule Violation
State Registrations
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Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.