M1 CAPITAL MANAGEMENT LLC

7 West Square Lake Road
Suite 112
Bloomfield Hills, Michigan 48302
Tel: 2486473474

About M1 CAPITAL MANAGEMENT LLC

M1 CAPITAL MANAGEMENT LLC, formally registered with the SEC as M1 CAPITAL MANAGEMENT LLC. The firm was established in 07/27/2011. They have over 3 offices throughout the country.

M1 CAPITAL MANAGEMENT LLC is a Bloomfield Hills, Michigan based Financial Planning firm with nearly $406,039,664 assets under management, offering retirement planning & investment advisory services to 920 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	158269
SEC#	801-72578
Assets Managed by Firm	$406,039,664
No. of Clients	920
No. of Advisors	11

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	920	$406,039,664
Individuals (other than high net worth individuals)	252	$89,545,494
High net worth individuals	101	$261,755,551
Pension and profit sharing plans	7	$5,518,995
Charitable organizations	4	$4,859,298
Corporations or other businesses	7	$44,360,326

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OA PRIVATE CAPITAL 200 Monroe Avenue Nw, Suite 500 Grand Rapids, MI, 49503	$20,209,044,347	85	74
YOUSIF CAPITAL MANAGEMENT, LLC 39533 Woodward Ave, Suite 100 Bloomfield Hills, MI, 48304	$15,029,547,343	412	15
BRICKTOWN CAPITAL, LLC 600 E. Lafayette Blvd Detroit, MI, 48226	$11,989,880,000	105	31

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