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M Group Investment Advisor LLC
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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) |
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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 |