M Group Investment Advisor LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
M Group Investment Advisor LLC
CRD #160128
SEC #801-119994
CIK #
AUM $256.2 MM (2024-03-02)
Employees 3 (100% Investors, 33% Brokers)
Phone541-708-1922
Address16233 Rock Coast Dr
Winter Garden, FL 34787
Source [IAPD] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
3002401801206002009201420192025
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
Terms | Privacy | Guide
tony@aum13f.com