|
⚲
|
| M Group Investment Advisor LLC
✚
|
|
|---|---|
| CRD # | 160128 |
| SEC # | 801-119994 |
| CIK # | |
| AUM | $224.2 MM (2023-03-03) |
| Employees | 3 (100% Investors, 33% Brokers) |
| Phone | 541-708-1922 |
| Address | 16233 Rock Coast Dr Winter Garden, FL 34787 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 155 | 11.8 |
| (b) Individuals (high net worth individuals) | 57 | 33.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 67 | 179.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 279 | 224.2 |
| By Discretionary | ||
| Discretionary | 233 | 179.8 |
| Non-Discretionary | 46 | 44.5 |
| Total | 279 | 224.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 224.2 | |
| Total | 279 | 224.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Hassell Wealth Management LLC
✚
|
LA | 0.2 |
|
Banker Investment Group Inc
✚
|
IN | 0.2 |
|
Sharper & Granite LLC
✚
|
CA | 0.2 |
|
Strategic Financial Partners Ltd
✚
|
OR | 0.2 |
|
Core Wealth Partners LLC
✚
|
CA | 0.2 |
|
Horizon Investment Services LLC
✚
|
IN | 0.2 |
|
Keystone Asset Management Inc
✚
|
VA | 0.2 |
|
Seaside Wealth Management Inc
✚
|
CA | 0.2 |
|
USA Financial Securities Corporation
✚
|
MI | 0.2 |
|
Callahan Wealth Advisory LLC
✚
|
FL | 0.2 |