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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| M3 Advisory Group LLC
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|---|---|
| CRD # | 156208 |
| SEC # | 801-120905 |
| CIK # | 0002014826 |
| AUM | $310.0 M (2025-01-30) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 781-371-2670 |
| Address | 60 Kendrick Street Needham Heights, MA 02494 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 5.0 | ||
| Alphabet Inc | 3.5 | ||
| Apple Inc | 3.4 | ||
| Microsoft Corp | 2.8 | ||
| Amazon Com Inc | 2.1 | ||
| Broadcom Inc | 1.6 | ||
| J P Morgan Chase & Co | 1.2 | ||
| Tesla Motors Inc | 1.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 50 | 45.0 |
| (b) Individuals (high net worth individuals) | 222 | 185.0 |
| (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 | 68 | 80.0 |
| (n) Other | 0 | 0.0 |
| Total | 655 | 310.0 |
| By Discretionary | ||
| Discretionary | 6 | 280.0 |
| Non-Discretionary | 649 | 30.0 |
| Total | 655 | 310.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 310.0 | |
| Total | 655 | 310.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002014826] |
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|---|---|---|
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✚
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CA | 0.3 |
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Melfa Wealth Management Inc
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|
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