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| M3 Advisory Group LLC
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| |
|---|---|
| CRD # | 156208 |
| SEC # | 801-120905 |
| CIK # | 0002014826 |
| AUM | $279.0 MM (2024-02-07) |
| Employees | 8 (38% Investors, 0% Brokers) |
| Phone | 781-371-2670 |
| Address | 60 Kendrick Street Needham Heights, MA 02494 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NVDA | 399,550.0 | 4.0 | |
| GOOGL | 1,475,138.5 | 3.6 | |
| AAPL | 2,382,844.0 | 3.4 | |
| MSFT | 1,918,222.4 | 2.4 | |
| AMZN | 1,092,997.8 | 1.9 | |
| OLN | 7,209.0 | 1.0 | |
| GOOG | 1,482,566.4 | 0.8 | |
| AVGO | 201,282.9 | 0.8 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 30 | 40.0 |
| (b) Individuals (high net worth individuals) | 220 | 145.0 |
| (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 | 0 | 0.0 |
| (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 | 50 | 94.0 |
| (n) Other | 0 | 0.0 |
| Total | 563 | 279.0 |
| By Discretionary | ||
| Discretionary | 556 | 235.0 |
| Non-Discretionary | 7 | 44.0 |
| Total | 563 | 279.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 279.0 | |
| Total | 563 | 279.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002014826] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Spartan Planning & Wealth Management LLC
✚
|
NC | 0.3 |
|
RBB Treasury LLC
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|
NY | 0.3 |
|
Birchcreek Wealth Management LLC
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OH | 0.3 |
|
Match Grade Advisors LLC
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SC | 0.3 |
|
ADG Wealth Management Group LLC
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|
LA | 0.3 |
|
Insight Folios Inc
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|
NC | 0.3 |
|
Motive Wealth Advisors LLC
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|
MI | 0.3 |
|
The Retirement Planning Company of New England Inc
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|
RI | 0.3 |
|
Brady Family Wealth LLC
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|
MO | 0.3 |
|
Dovetail Wealth Management LLC
✚
|
TX | 0.3 |