|
⚲
|
| M1 Capital Management
✚
| |
|---|---|
| CRD # | 158269 |
| SEC # | 801-72578 |
| CIK # | |
| AUM | $339.0 MM (2024-03-26) |
| Employees | 12 (42% Investors, 25% Brokers) |
| Phone | 248-647-3474 |
| Address | 7 West Square Lake Road, Suite 112 Bloomfield Hills, MI 48302 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 306 | 89.6 |
| (b) Individuals (high net worth individuals) | 106 | 196.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 3.3 |
| (h) Charitable organizations | 4 | 4.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 45.6 |
| (n) Other | 0 | 0.0 |
| Total | 802 | 339.0 |
| By Discretionary | ||
| Discretionary | 802 | 339.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 802 | 339.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 338.8 | |
| Total | 802 | 339.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Mountain Hill Investment Partners
✚
|
NJ | 0.3 |
|
Carmichael Hill & Associates Inc
✚
|
MD | 0.3 |
|
Sterling Group Wealth Management LLC
✚
|
CA | 0.3 |
|
Nova Financial LLC
✚
|
AZ | 0.3 |
|
Cascade Investment Group Inc
✚
|
CO | 0.3 |
|
Professional Financial Advisors Inc
✚
|
PA | 0.3 |
|
Armor Investment Advisors LLC
✚
|
NC | 0.3 |
|
Wealth Management Resources Inc
✚
|
RI | 0.3 |
|
Barnes Wealth Management Group Inc
✚
|
CA | 0.3 |
|
Arcadia Wealth Management LLC
✚
|
NH | 0.3 |