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| Happy Holidays!! thanks for using AUM13F!! |
| M Group Investment Advisor LLC
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| CRD # | 160128 |
| SEC # | 801-119994 |
| CIK # | |
| AUM | $299.6 M (2025-02-26) |
| Employees | 3 (100% Investors, 33% Brokers) |
| Phone | 541-708-1922 |
| Address | |
| Source | [IAPD] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 341 | 31.2 |
| (b) Individuals (high net worth individuals) | 55 | 49.5 |
| (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 | 66 | 218.9 |
| (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 | 462 | 299.6 |
| By Discretionary | ||
| Discretionary | 420 | 222.5 |
| Non-Discretionary | 42 | 77.1 |
| Total | 462 | 299.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 299.6 | |
| Total | 462 | 299.6 |
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|---|---|---|
|
Topel & Distasi Wealth Management LLC
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|
CA | 0.3 |
|
Croak Asset Management LLC
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|
OH | 0.3 |
|
Willow Grove Advisors LLC
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CA | 0.3 |
|
Eltekon Advisors LLC
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TX | 0.3 |
|
Premia Global Advisors LLC
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|
FL | 0.3 |
|
Gen-Wealth Partners Inc
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|
MI | 0.3 |
|
Solano Wealth Investment Advisors LLC
✚
|
CA | 0.3 |
|
Dovetail Wealth Management LLC
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|
TX | 0.3 |
|
Taylor Frigon Capital Management LLC
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|
AZ | 0.3 |
|
Brown Financial Advisors LLC
✚
|
OH | 0.3 |