Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > massachusetts > needham heights > M3 ADVISORY GROUP, LLC
M3 ADVISORY GROUP, LLC
60 Kendrick Street
Suite 203
Needham Heights, Massachusetts 02494
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 $310,000,000 assets under management, offering retirement planning & investment advisory services to 655 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 156208 |
| SEC# | 801-120905 |
| Assets Managed by Firm | $310,000,000 |
| No. of Clients | 655 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 655 | $310,000,000 |
| Individuals (other than high net worth individuals) | 50 | $45,000,000 |
| High net worth individuals | 222 | $185,000,000 |
| Corporations or other businesses | 68 | $80,000,000 |
More Retirement Planning firms in Needham Heights, Massachusetts:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,964,385,404,654 | 31349 | 1264 | |
| $1,282,732,502,947 | 1559 | 2021 | |
| $1,062,795,395,069 | 172 | 161 | |
| $1,014,331,002,469 | 246 | 243 | |
| $824,740,096,815 | 1965880 | 269 |
Explore More Retirement Advisors in Needham Heights, Massachusetts