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| M & A Consulting Group LLC
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|
|---|---|
| CRD # | 286078 |
| SEC # | 801-108801 |
| CIK # | |
| AUM | $155.4 M (2026-03-05) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 720-575-7775 |
| Address | 623 W 38th Street Austin, TX 78705 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 44 | 5.4 |
| (b) Individuals (high net worth individuals) | 102 | 146.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 3.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 623 | 155.4 |
| By Discretionary | ||
| Discretionary | 623 | 155.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 623 | 155.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 155.4 | |
| Total | 623 | 155.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Burke & Herbert Wealth Services LLC
✚
|
VA | 0.2 |
|
Indelible Wealth Group LLC
✚
|
0.2 | |
|
Team Hays Inc
✚
|
TX | 0.2 |
|
Taurum Retirement Partners LLC
✚
|
AZ | 0.2 |
|
RHL Group LLC
✚
|
MI | 0.2 |
|
Bellwether Investment Group LLC
✚
|
TN | 0.2 |
|
Heritage Asset Management LLC
✚
|
MO | 0.2 |
|
Broadview Wealth Management LLC
✚
|
0.2 | |
|
Vega Capital Group LLC
✚
|
0.2 | |
|
Vitral Advisors LLC
✚
|
0.2 |