Maximilian Grimaldi Baker
Investment adviser representative at Q3 Asset Management Corporation
11 yearsExperience
1 stateRegistered in
$794.7MFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Market timing
Experience
11 years in the industry.
- Q3 Asset Management CorporationJun 2024 to now
- Kestra Investment ServicesMay 2022 to Sep 2022
- The Baker Group Financial ServicesJun 2021 to Jul 2023
- Michigan State UniversityAug 2018 to Jun 2024
- Bayview Yacht ClubMay 2018 to Aug 2019
- De La Salle CollegiateOct 2015 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MI).
Q3 Asset Management Corporation
$794.7MAssets managed
2,926Clients
9Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7566489
- Firm CRD
- 137839