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M Group Investment Advisor LLC
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CRD # | 160128 |
SEC # | 801-119994 |
CIK # | |
AUM | $256.2 MM (2024-03-02) |
Employees | 3 (100% Investors, 33% Brokers) |
Phone | 541-708-1922 |
Address | 16233 Rock Coast Dr Winter Garden, FL 34787 |
Source | [IAPD] [Website] [Twitter] [LinkedIn] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 273 | 21.6 |
(b) Individuals (high net worth individuals) | 55 | 43.2 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 68 | 191.5 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 396 | 256.2 |
By Discretionary | ||
Discretionary | 350 | 202.6 |
Non-Discretionary | 46 | 53.6 |
Total | 396 | 256.2 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 256.2 | |
Total | 396 | 256.2 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Wealth Advisors Network Inc
✚
|
NE | 0.3 |
Trinity Wealth Advisors LLC
✚
|
MO | 0.3 |
Denali Wealth Management Inc
✚
|
WI | 0.3 |
Global Investment Adviser LC
✚
|
FL | 0.3 |
Silver Grove Financial Group Inc
✚
|
NY | 0.3 |
Beacon Financial Strategies Corp
✚
|
NC | 0.3 |
Choice Wealth Advisors LLC
✚
|
ME | 0.3 |
Post Resch Tallon Group Inc
✚
|
NY | 0.3 |
Hassell Wealth Management LLC
✚
|
LA | 0.3 |
Langley Wealth Management LLC
✚
|
MS | 0.3 |