M3 ADVISORY GROUP, LLC

60 Kendrick Street
Suite 203
Needham Heights, Massachusetts 2494
Tel: (781) 371-2670

About M3 ADVISORY GROUP, LLC

M3 ADVISORY GROUP, LLC, formally registered with the SEC as M3 ADVISORY GROUP, LLC. The firm was established in 04/23/2021. They have over 2 offices throughout the country.

M3 ADVISORY GROUP, LLC is a Needham Heights, Massachusetts based Financial Planning firm with nearly $213,000,000 assets under management, offering retirement planning & investment advisory services to 518 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	156208
SEC#	801-120905
Assets Managed by Firm	$213,000,000
No. of Clients	518
No. of Advisors	5

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Pension Consulting Services

Firm Client Information

	No. of Clients	AUM
Firm Total	518	$213,000,000
Individuals (other than high net worth individuals)	19	$20,000,000
High net worth individuals	250	$100,000,000
Corporations or other businesses	23	$93,000,000

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